Title: Account Manager – Insurance -Premier Personal Lines
Location: CA; REMOTE-open to PST, MST, or CST time zones
Hours: Monday – Friday: 8:30 am – 5:30 pm
As an Account Manager –Premier Personal Lines, you will join a dedicated firm that focuses on serving the unique needs of the healthcare industry. In this role, you will manage the day-to-day servicing of an assigned portion of the book of personal lines business, You will play a pivotal role in delivering exceptional and innovative customer service, while building and nurturing strong relationships between our firm, insurance carrier representatives, and clients.
What You’ll Do:
- Design, prepare, and recommend insurance proposals for new and renewal business, approach prospective clients, and present new coverage options to existing clients.
- Collect and analyze client information, negotiate premiums, coverage enhancements, and retention levels on behalf of clients.
- Provide administrative and technical support to clients, including policy renewals, amendments, and coverage terms.
- Resolve client issues independently and seek management involvement when necessary.
- Maintain thorough knowledge of the insurance industry, specific coverage lines offered by the company, and company business practices.
- Arrange and attend meetings with clients and insurance carrier representatives, both independently and with supervisors.
What You’ll Need to Succeed:
- Highschool diploma. Undergraduate degree preferred.
- Possess and maintain a valid Property & Casualty and Fire and Casualty License.
- 5 or more years of experience working in the California Insurance Industry, with a preference for Personal Insurance (working with high net-worth clients preferred)
- Strong understanding of business service functions, insurance terminology, and various lines of commercial insurance.
- Knowledge of underwriting and rating principles.
- Demonstrated success in a customer service environment.
- Knowledge of Agency Management System is preferred.
- Experience working with various carriers such as AIG, Chubb, Pure, Cincinnati, Travelers, Hartford, Safeco, NatGen, Nationwide Private Client, etc preferred
- Intermediate to advanced-level proficiency in Microsoft 365 software including Excel, PowerPoint, Word, and Outlook.
- Excellent customer service, listening, and conflict resolution skills.
- Strong project management abilities with the capacity to work under tight schedules and deadlines.
- Diplomacy, discretion, and judgment in building and maintaining interpersonalrelationships.
- Superior written and oral communication skills, fostering collaborative working relationships.
- Exceptional organizational and time management skills.
- Positive, courteous, and professional demeanor with employees, clients, and vendors.
- Ability to work independently and within a team, following instructions and accepted practices to complete assignments.
What Chivaroli & Associates Offers You:
- Comprehensive health, dental, and vision coverage with significant employer premium coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- Health Savings Accounts (HSA)
- Short Term Disability, Long Term Disability, Long-Term Care, and Basic Life and Accidental Death & Dismemberment insurance
- Supplemental plans including Accident Insurance, Critical Illness, and Hospital Indemnity Coverage
- 401(k) retirement plan with employer matching
- Employee Assistance & Employee Discount Programs
- Employee Perks Program
- Flexible Time Off
- 10 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Pet Insurance
- Commuter Benefits
- Flexible work arrangements
Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.
Compensation:
Salary range between $85,000 - $110,000 annually – may be eligible for additional, discretionary incentive compensation based on the individual and the firm’s performance.
Compensation will be determined by several factors including educational background and experience.
About Our Company:We are a premier full-service brokerage and consulting firm exclusively dedicated to serving the unique needs of the healthcare industry. Our expertise in customized property and casualty insurance, as well as alternative risk funding solutions, allows us to establish close partnerships with healthcare organizations. By gaining an intimate knowledge of their operations, structure, and financial objectives, we ensure that we deliver tailored insurance and risk transfer products to address the challenges faced by health systems, practitioners, and all participants in the continuum of care.
We provide equal employment opportunities (EEO) to all employees andapplicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements. Our company complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Job Type: Full-time
Pay: $85,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Weekly day range:
Work setting:
Application Question(s):
- Do you have experience working with high-net-worth clients?
License/Certification:
- California Fire and Casualty License (Required)
- California Property & Casualty license (Required)
Work Location: Remote