Property & Casualty Account Manager

Property & Casualty Account Manager at Cal Nonprofits Insurance Services

We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long-lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matter to us, and we know it matters to you, too. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.

• Cultivate strong relationships with – and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.
• Respond to clients, insurance carriers, sales team, and supervisors’ correspondence and requests in a timely, effective, and professional manner.
• Research and present answers to client questions about their policies and coverage.
• Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
• Analyze and compare current exposures to develop renewal or new business specs for marketing.
• Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
• Prepare proposals with the help of the sales team for client presentations.
• Execute accurate invoicing and financing tasks to meet deadlines.
• Process and check policies, endorsements, endorsement requests, and audits for accuracy.
• Manage, submit, and follow up with claims throughout the claims process.
• Prepare and manage timetables, summaries, and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.

• Excellent verbal and written communication skills
• Basic math skills and an aptitude for learning new technology
• Positive attitude, good listening skills, and empathy
• Highly organized and strong time management skills
• Ability to multitask in a fast-paced environment within tight deadlines
• Works with integrity and a high level of confidentiality
• Must have a valid California Property & Casualty Department of Insurance License

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industries:
  Insurance

Location:

Capitola, CA

EEO statements and other notices may be provided as required by law.