Account Manager - Personal Lines Insurance
Cypress, CA 
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Posted 15 days ago
Job Description
Title: Account Manager - Personal Lines
Reports To: Senior Vice President, Underwriting
Required License: Property & Casualty license
Location: Cypress, CA - Hybrid (2 days in person) (Depending on experience, remote can be negotiable)
Classification: Non-Exempt, Full-Time
Working Hours: 8:30am - 5:00 pm


Overview:
A rapidly growing insurance agency is seeking a motivated individual with P&C license to join their team. You will be responsible for managing a portfolio of personal insurance accounts, ensuring exceptional service delivery to their valued clients. The ideal candidate will possess strong interpersonal skills, a deep understanding of insurance products, and a passion for providing tailored solutions to meet client needs.

Essential Duties and Responsibilities Include but not are Limited to:
* Develop and maintain strong relationships with clients, serving as their primary point of contact for all insurance-related inquiries and needs.
* Process new policies, renewals, endorsements, and cancellations accurately and in a timely manner.
* Analyze clients' insurance needs to recommend appropriate coverage options and collaborate with underwriters to secure optimal coverage and pricing.
* Assist clients with the claims process, providing guidance and facilitating communication between clients and claims adjusters.
* Identify potential risks and offer risk management advice to clients, conducting regular reviews of their insurance portfolios to ensure adequacy of coverage.
* Stay informed about industry trends, regulations, and market conditions affecting personal lines insurance, and recommend new products to better meet client needs.
* Identify opportunities for cross-selling and upselling additional insurance products to existing clients.

Qualifications:
* Property & Casualty license required (CISR or CIC are a plus).
* Bachelor's degree preferred, or a minimum of 3 years of direct experience in the insurance industry.
* Strong knowledge of personal lines insurance products and regulations.
* Excellent communication and interpersonal skills.
* Detail-oriented with strong organizational and time management abilities.
* Proficiency in insurance agency management systems and Microsoft Office programs.

The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on various factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee.

The range listed is just one component of the total compensation package for our employees. Based on the details of your position, we provide a variety of benefits to our employees, including medical, dental, and vision plans, pre-tax savings plans, pre-tax parking and commuter plans, supplemental health and welfare plans, a retirement savings plan, an employee assistance program, pet insurance, and paid holidays. Other rewards may include short-term incentives and paid time off.


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About Advantage Technical

With company roots going back over 30 years, Advantage Technical is an engineering and information technology services company and a national leader in the provision of technical resources today. These services include Staff Augmentation, Direct Placement, Project Resourcing and Outsourcing - delivered from 40 key market locations, by over 3500 specialized contractors, to over 500 clients across North America. Advantage Technical is a Best of Staffing Diamond Award winner for both Clients and Talent. For more information about the industries and services offered by Advantage Technical, please visit .

Advantage Technical is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage Technical is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$50,000.00-$65,000.00
Required Experience
3+ years
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