Commercial Insurance Assistant Account Manager in Orinda

Commercial Insurance Assistant Account Manager This is a full-time Permanent position. Key Responsibilities Determine customer requirements and expectations to identify the best products and solutions Assist Agency Producers with new business processing and follow-up Review renewal business and take appropriate follow-up action based on degree of change Cross-sell and up-sell products to existing clients Retain clients at the point of cancellation through proactive communication Keep accurate records of customer interactions, inquiries, and actions taken Assist with annual reviews and prepare personalized coverage recommendations Prepare renewal and new business packets for Producers Perform risk analysis and field underwriting Serve as a client and claims liaison, monitoring claims and communication Solicit, sell, and negotiate new business policies Schedule appointments for Producers to meet with clients Perform other duties as assigned What You Bring High-energy, positive attitude with a strong work ethic Ability to meet individual performance goals and metrics Excellent multitasking and organizational skills Strong attention to detail and follow-through Outstanding written and verbal communication skills Solid understanding of insurance products, billing, and underwriting basics Team-oriented mindset — open to feedback and collaboration Empathetic and professional communication style with clients Problem-solving mindset and ability to find timely solutions Strong computer skills, including Windows and Microsoft Office Familiarity with Acord applications, supplemental applications and customer data collection Benefits & Perks Competitive guaranteed hourly wage Commission and bonus opportunities Medical, dental, and vision benefits 401(k) with employer match Paid product training and continuing education Career advancement opportunities Employee rewards and discounts And much more! This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers Insurance. #J-18808-Ljbffr Energy Jobline ZR