Account Manager II, Commercial Lines
St. Helena, California, United States of America
Full Time
2 weeks ago
$90,000 - $110,000 USD
No Visa Sponsorship
Key skills
Account Management
About this role
Role Overview
- Manages a book of insurance business and provides professional, courteous service to clients
- Works closely with Producers and other HUB personnel on client service, marketing, and renewal
- Oversees preparation and implementation of transactions for assigned accounts
- Coordinates value-added services for clients
- Acts as liaison between clients and insurance carriers to resolve issues
- Identifies opportunities for cross-sell and up-sell of other HUB products and services
- Maintains accurate and organized account files
- Prepares reports, proposals and comparisons for management as required
Requirements
- High School Diploma / GED
- 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
- Property & Casuality License
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Computer skills: proficiency with Microsoft Office Suite and Outlook
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity and commissions for some positions