$48K + COMM - P&C INSURANCE ACCOUNT MANAGER - COMMERCIAL LINES, Irvine, CA

Discussion in 'P&C Insurance Forum' started by molsmith, May 31, 2015.

  1. molsmith
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    molsmith New Member

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    $48K + COMM - P&C INSURANCE ACCOUNT MANAGER - COMMERCIAL LINES, Irvine, CA

    We have an immediate need for support sales goals of the agency or specialist department as
    communicated from the agent to meet long-term and sort-term goals for agency growth. This includes new business, cross-sell opportunities, customer service retention, and profit goals.
    This is a great opportunity to learn and grow within the insurance industry. The successful candidate will have P & C insurance experience and handling over 300 different accounts.

    RESPONSIBILITIES:

    •Cross-sells all products at every opportunity through pivoting.
    •Aids in preparing annual review
    executives in his/her specialist field.
    •Continually follow-up on X dates and set new prospect appointments.
    •Utilize systems on a continual basis to update policy and database information.
    •Coordinates thank you/welcome letters for new clients on a continual basis.
    •Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Makes calls and sends letters when appropriate on cancellations and renewal changes.
    •Sets up and maintains files on all new business accounts for their
    specialist field.
    •Always ask for referrals and thank customers for their business. •Share responsibilities of answering the phone.
    •Manage activities such as my alerts, activities, marketing postcards/letters, and telephone follow-up.
    •Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.
    •Maintain and distribute Auto ID cards and certificates of insurance along various forms.
    •Track and update client claim information along with the filing of claims Must have Property & Casualty license; Life and/or Securities – preferred not required

    Please respond to this post if are interested in the position, or would like more information.

    Thank you
     
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