Job Posting: Insurance Manager

The Account Manager position plays a vital role in upholding the mission and core values of our organization. We are looking for a dedicated individual to provide exceptional service to our customers within a highly service-oriented agency.

The Account Manager will:

• Manage customer calls and emails of questions and concerns while providing the highest level of customer service.

• Monitor the current book of business using system reports to identify upcoming renewals and expirations.

• Set up renewals in shared folders and begin the effort of copying application information for the ease of the agent’s processes.

• Maintain a task list in the CRM to trigger upcoming or follow-up activities.

• Manage ACH and credit card responsibilities and communicate with the accounting department.

• Process notices of cancellations and all supporting documentation.

• Prepare and maintain files in an orderly fashion following appropriate naming conventions.

• Process finance agreements with Insurance agreement software.

• Perform special projects and duties as requested by the manager.

• Create ad-hoc reports or spreadsheets to update rate sheets, billing advices, etc.

• Work in concert with the VP-Insurance on strategies to increase our presence in the marketplace.

• Coordinate activities with third-party marketing companies.

Qualifications

• Licensed in Property Casualty Insurance.

• Minimum of 2 years of commercial lines experience in an agency/broker environment in an Account Manager role.

• Insurance certifications/courses preferred.

• Proficiency with all Microsoft applications and strong aptitude in computer software.

• 1-2 years of Applied Epic experience required.

If you are a dedicated professional looking to make a significant impact in a service-oriented agency, we encourage you to apply for this exciting opportunity.

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance