Property & Casualty Insurance - Client Manager

Spectrum Insurance

Job Description

Location: San Diego, CA

Job Description:

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.

Responsibilities:

Manage a portfolio of commercial insurance clients
Respond to customer inquiries and resolve issues in a timely and professional manner
Act as the main, day-to-day contact for clients.
Prepare Applications and other documents required for a submission.
Perform Contract reviews for insurance requirements compliance.
Prepare Certificates of Insurance, Invoices, and Finance Agreements.
Process Endorsements, Audits.
Review and process client policy renewals and endorsements
Maintain and update client information in our database
Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
Check binders, policies, endorsements, and audits for accuracy.
Prepare summaries and/or schedules of coverage for clients.
Work closely with underwriters and carriers to provide clients with the best coverage options
Build and maintain strong relationships with clients through regular communication and follow-up

Qualifications:

Minimum of 3 years of experience in client service in the insurance industry
P&C Insurance experience: 3 years (Required)
Client Management: 3 years (Required)
Strong communication and interpersonal skills
Ability to multitask and prioritize effectively
Proficient in Microsoft Office and insurance industry software
Proficient with Web-based CRMs and Raters
College degree preferred
Bilingual in Spanish is a strong plus

We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!

Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

Apply

Vacancy posted 7 days ago

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