Commercial Insurance Advisor/Account Manager

CSIS Insurance Services, Inc
Newbury Park CA
23 days ago

Job Description

We are a dynamic Commercial Lines agency based in Newbury Park, CA, focused on delivering exceptional insurance solutions to our clients. Our team is dedicated to providing top-notch service while fostering a collaborative and supportive work environment.

We are seeking a full time Commercial Lines Account Manager to work with our team.

Applicant must be P & C Licensed and have prior insurance experience in Commercial Lines (5+ years minimum of Experience required).

Commercial Lines Insurance Account Manager/Executive will be assisting on a growing book of business, and must possess the following skills:

Able to work in a fast-paced environment (tight schedules and deadlines must be met).
Have good oral and written communication skills.
Be well organized, flexible, and punctual.

Applicant should have a HS Diploma and College experience (degree preferred).

Position is in office/on location (Newbury Park).

Cross sell existing clients/business (Commissions offered)- also opportunity to bring in new business independently.

Tasks will include:

Communicating with clients/carriers (Excellent customer service skills and be able to work well others)-Fast paced.
Clientele base is primarily construction related accounts with habitational and cyber clients as well with main street business types (any experience with theses class is beneficial).
Insurance summaries-Reviewing all coverages with clients including recommending and selling other lines of coverage.
Process renewals-Marketing of accounts to all carriers (negotiate terms with carriers).Provide/issue Certificates of Insurance (Additional insured)-review insurance requirements/contracts.

Proposals-Set up and deliver to insureds (work with AMS360).

Be proficient in Microsoft Office/ Excel/ Word/ Outlook and Power Point.

Salary is based on Experience/knowledge of insurance .

  • Commission pay(Cross sell or solicit new business into agency)

Experience:

  • Commercial Insurance: 5 years

License/Certification:

  • Insurance Producer License (Required).

Work Location: In person.

Please send resumes via email only.

Job Types: Full-time, Permanent

Pay: From $65,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off

Supplemental Pay:

  • Commission pay

License/Certification:

  • P & C Insurance Producer License (Required)

Ability to Commute:

  • Newbury Park, CA 91320 (Required)

Ability to Relocate:

  • Newbury Park, CA 91320: Relocate before starting work (Required)

Work Location: In person

Visit Original Source:

http://www.indeed.com/viewjob
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