California Licensed Account Manager

Job Summary

A company is looking for an Account Manager to manage day-to-day client relationships and service deliverables.

Key Responsibilities

• Assist Account Executive in marketing and servicing clients
• Process insurance policies, endorsements, and invoices while maintaining client communication
• Update systems and prepare documentation for renewals and audits

Qualifications, Training, and Education

• Minimum of 5 years' experience in personal lines insurance in a brokerage environment
• Experience with at least two of the following carriers: AIG, Chubb, Cincinnati, & PURE
• Proficiency in EPIC Agency Management System and Microsoft Office Suite
• Experience with surplus lines insurance
• Proven track record of success in a remote work setting