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Location

La Jolla, United States

Salary

$45000 - $65000 /year

Job Type

Full-time

Date Posted

February 7th, 2023

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Property & Casualty Insurance - Client Manager at Spectrum Insurance

Location

La Jolla, United States

Salary

$45000 - $65000 /year

Job Type

Full-time

Date Posted

February 7th, 2023

Apply Now

View All Jobs

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Property & Casualty Insurance - Client Manager

 

 

Location: San Diego, CA

 

 

Job Description: 

 

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager.  The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.

Responsibilities:

  • Manage a portfolio of commercial insurance clients
  • Respond to customer inquiries and resolve issues in a timely and professional manner
  • Act as the main, day-to-day contact for clients.
  • Prepare Applications and other documents required for a submission.
  • Perform Contract reviews for insurance requirements compliance.
  • Prepare Certificates of Insurance, Invoices, and Finance Agreements.
  • Process Endorsements, Audits.
  • Review and process client policy renewals and endorsements
  • Maintain and update client information in our database
  • Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
  • Check binders, policies, endorsements, and audits for accuracy.
  • Prepare summaries and/or schedules of coverage for clients.
  • Work closely with underwriters and carriers to provide clients with the best coverage options
  • Build and maintain strong relationships with clients through regular communication and follow-up

Qualifications:

  • Minimum of 3 years of experience in client service in the insurance industry
  • P&C Insurance experience: 3 years (Required)
  • Client Management: 3 years (Required)
  • Strong communication and interpersonal skills
  • Ability to multitask and prioritize effectively
  • Proficient in Microsoft Office and insurance industry software
  • Proficient with Web-based CRMs and Raters
  • College degree preferred
  • Bilingual in Spanish is a strong plus

We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!

Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

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