Job Overview

The Executive Account Manager position is responsible for proactively managing the book of business assigned to them. As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. Customer Service, administration and sales skills required.

‍

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

‍

Requirements

The ideal candidate will have

• Possess a California Property/Casualty license (this is non-negotiable)
• 6+ years of commercial property casualty insurance experience
• Associate degree in business administration or equivalent experience
• Proficiency in MS Excel, Word and Outlook
• Experience working within EPIC
• Superior customer service skills
• Excellent verbal and written communication
• Experience with working with or volunteering for nonprofits is a plus.
• Must possess a California Driver's License with satisfactory driving record and insurance to drive on company business

‍

Responsibilities

• Provide exceptional customer service and support to our nonprofits
• Be outstanding at relationship building.
• Plan, prioritize and complete day-to-day workload utilizing agency procedures and systems
• Assist producers in creating, reviewing, and updating renewals
• Prepare, review, and update proposals
• Understand the underwriting process and establish effective working relationships with carrier representatives.

The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency and speed is important. Occasional travel throughout California may be required.