California Licensed Account Manager

Job Summary

A company is looking for an Account Manager.

Key Responsibilities

• Respond promptly and professionally to client and account executive requests
• Manage policy files, endorsements, invoicing discrepancies, and maintain computer records
• Collect and analyze data on assigned accounts, identifying cross-selling opportunities and market trends

Required Qualifications

• High school diploma
• Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance setting
• Completion of CISR designation or INS insurance courses
• Fire & Casualty license
• Score 80% or more on agency's account manager commercial lines test