Assistant Account Manager
Company: Alera Group
Location: Newport Beach
Posted on: October 6, 2024
Job Description:
Orion Risk Management is seeking an Assistant Commercial Lines
Account Manager for a remote position with their Property &
Casualty team Are you looking to be part of a company where you
have exciting opportunities to learn, grow and make a positive
impact? Join a team where each employee is empowered to listen
generously, speak straight, collaborate, and build each other up
through mutual accountability and shared success. If that is what
you're looking for, this is your chance to be part of an amazing
organization This position's primary responsibility is to serve as
the day-to-day expert on a book of business and the point of
contact for clients while maintaining a high level of client and
internal team satisfaction. The Assistant Account Manager will
assist one or more Account Executives in coordinating the details
for the annual renewal, preparing materials for quarterly client
meetings, ensuring the flow of information to other departments as
needed, maintaining client databases, records management,
project-specific assignments, and other responsibilities in support
of client satisfaction as assigned.
- Adhere to all operational policies/processes to ensure client
satisfaction and delivery of quality products and services to
manage client expectations and meet unique client needs.
- Set up and maintain accurate and complete client data in the
client relationship management database (CRM), including
documentation and management of action items and client
communications according to the procedure.
- Follow all company and regulatory requirements regarding the
labeling, filing, management, and retention of hard-copy and/or
electronic records, according to the procedure.
- Carry out any other duties/responsibilities/projects as
determined by company leaders.
- Maintain the highest level of security and confidentiality
regarding corporate and client-related information.
- Respond to clients and account executive/producer requests in a
timely, effective and professional manner.
- Request endorsements and policy changes from the insurance
company.
- Follow up on invoicing discrepancies.
- Handle the administrative and technical functions of an
assistant if that role should need to be met on the assigned
clients.
- Collect new and renewal data on assigned accounts.
- Identify cross-selling opportunities with current clients.
- Stay informed of current marketing conditions and new
markets.
- Review, analyze and market applications to carriers following
agency.
- Make market recommendations to account executive/producer.
- Negotiate with carriers to create the best combination of
coverage and premium.
- Prepare quotations, coverage summaries/comparisons, proposals,
and recommendations needed to ensure client/prospects'
understanding of coverage.
- Attend training and meetings held by the agency.
- Adhere to the agency's attendance policy.
- Attend and pass CIC courses to obtain the CIC designation in a
reasonable time frame.
- High School Diploma.
- Minimum of 2 Years Prior Professional Experience as a Customer
Service Representative, Sales, or Account Manager in a retail
insurance agency.
- Property & Casualty license.
- CISR or CIC designations, preferred.
- Exceptional verbal, written, and communication/people
skills.
- Strong organizational skills, attention to detail, and ability
to successfully interact at all company levels while maintaining a
high degree of confidentiality in a team environment.
- Proficient in MS Office Suite.
- Can work independently and see initiatives or issues through to
completion.
- Must be comfortable dealing with all kinds of people and have a
desire to provide exceptional customer service.Benefits: We offer
comprehensive benefits to employees, including medical, dental,
STD, LTD and life insurance, 401k, paid time off and much
more.Salary: $60,000 to $67,000 We're an equal opportunity
employer. All applicants will be considered for employment without
attention to race, color, religion, sex, sexual orientation, gender
identity, national origin, veteran or disability status. If you're
a California resident, please read the California Consumer Privacy
Act prior to applying. #LI-MM1#LI-HybridPandoLogic.
Category:Insurance, Keywords:Insurance Account Manager,
Location:Newport Beach, CA-92658
Keywords: Alera Group, Upland , Assistant Account Manager, Executive , Newport Beach, California
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