Job Description

Job Description

Job Description

Work for an established firm with great growth potential!

This Jobot Job is hosted by: Jonathan Santo
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $80,000 - $120,000 per year

A bit about us:

As a trusted and well-established insurance agency with a long-standing presence since 1925, we serve a wide range of clients across all 50 states. Our expertise includes risk management, insurance solutions, bonding, employee benefits, and financial services. Our diverse clientele spans industries such as manufacturing, construction, distribution, and transportation, among others. Built on a foundation of personalized service and decades of experience, we exceed industry standards in providing tailored solutions. Our comprehensive approach ensures seamless coverage, faster service, and unwavering dedication to both individual and business needs, from local operations to global enterprises.

Why join us?

• Great company culture
• Competitive salary
• Talented and tenured team
• Great comprehensive benefits
• Remote flexibility

Job Details

Job Details:
We are seeking an experienced and dynamic Commercial Lines Account Manager to join our vibrant finance team. This is a permanent, full-time position where you will be responsible for managing and nurturing client relationships, maintaining insurance policies, and providing comprehensive financial services. This role will require you to utilize your expertise in insurance, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, policies, and account management. If you're passionate about providing top-notch customer service and have a knack for understanding the complexities of the finance industry, we'd love to hear from you.

Responsibilities:
1. Develop and maintain positive relationships with clients, ensuring their financial and insurance needs are met.
2. Oversee the renewal process for existing insurance policies and manage the preparation and issuance of policy binders and certificates.
3. Review and analyze clients' current insurance coverages, identifying potential gaps and proposing suitable solutions.
4. Collaborate with the underwriting team to ensure policies are underwritten accurately and in a timely manner.
5. Manage the preparation and submission of insurance proposals and applications.
6. Handle customer inquiries and complaints, providing prompt and professional customer service.
7. Stay updated with the latest trends and developments in the finance industry, particularly in the areas of life, health, and benefits.
8. Collaborate with various teams to streamline operations and procedures, ensuring efficiency and compliance with industry standards.
9. Assist in the development and implementation of account management strategies to drive customer retention and satisfaction.

Qualifications:
1. A minimum of 2 years of experience in a similar role within the insurance industry.
2. Proven experience in insurance, financial services, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, policies, and account management.
3. Knowledge of life, health, and benefits is a plus.
4. Exceptional customer service skills, with the ability to build and maintain positive client relationships.
5. Strong analytical skills, with the ability to understand and interpret complex financial information.
6. Excellent communication skills, both written and verbal.
7. Strong organizational skills, with the ability to manage multiple tasks and deadlines simultaneously.
8. Proficiency in using financial software and digital tools.
9. A bachelor’s degree in finance, business administration, or a related field is preferred. Certifications in insurance or financial services would be an advantage.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

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Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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Job Tags

Permanent employment, Full time, Local area, Remote job,

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