More jobs:
Account Manager - Client Solutions
Remote / Online - Candidates ideally in
California, USA
Listed on 2026-10-13
California, USA
Listing for:
Colonial Group
Remote/Work from Home
position Listed on 2026-10-13
Job specializations:
-
Insurance
Insurance Sales
Job Description & How to Apply Below
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.
- Discusses and creates renewal strategy with Producer for continuing NASC products.
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
- Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
- Reviews and summarizes marketing results and prepares proposals.
- Finalizes proposals and presentations in coordination with Producer.
- Manages the complexity of onboarding new clients for the NASC enrollment services team.
- Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
- Provides technical guidance to staff assisting with client needs or procedural issues.
- Notifies brokers of pertinent information related to client retention.
- Meets with clients as needed or directed by Producer.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
- Other duties as assigned.
- Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
- Performs other duties as assigned.
- Associate's Degreeor equivalent combination of education and experience
- Six (6) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent leadership, problem solving and time management skills.
- Excellent customer service skills, including telephone and listening skills.
- Excellent verbal and written communication skills.
- Ability to work within a team and to foster teamwork.
- Proficient in Microsoft Office Suite.
#LI-CP1
#LI-REMOTE
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×