Experienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office)

Job Description

Job Description

THOSE THAT WANT MORE FOR THEMSELVES PROFESSIONALLY, THOSE THAT WANT TO BE RECOGNIZED AS THE BEST, AND VALUED FOR IT--APPLY!

You've put in the hours. You strive to the best commercial insurance account manager and risk advisor. You know you're capable of more recognition, more growth, more impact, but have not found that team that appreciates you and wants to invest and develop you to become the best!

At Conrey Insurance Brokers & Risk Managers in Orange, CA, we don't hire employees. We build professionals, leaders, and top of class risk advisors!

Imagine working where:

• Your expertise is respected, not overlooked.

• Your growth is limitless, not capped.

• Your achievements are rewarded, not ignored.

• Your team is as sharp and driven as you are.

We're seeking an experienced Commercial Lines Account Manager / Risk Advisor ready to elevate their career in a boutique, high-performance environment where your success is our culture.

Don't settle. Step into the career you've been waiting for.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Matching 401k

Quarterly Bonuses

Tuition payment insurance designation programs

Monthly Rewards

When you join our team, you will work in a collaborative work environment to:

• Cultivate strong relationships with clients, advising on risk management and proper commercial insurance coverage.
• Learn our unique way of brokering that assures the best solution for the client no matter the market or the risk!
• Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively.
• Respond to clients, insurance carriers, sales team, and supervisor's correspondences and requests in a timely, effective,

and professional manner. Research and present answers to client questions about their policies and coverage.

• Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
• Analyze and compare current exposures to develop renewal or new business specs for marketing.
• Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
• Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines.
• Process and check policies, endorsements, endorsement requests, and audits for accuracy.
• Manage, submit, and follow-up with claims throughout the claims process.
• Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
• Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc.!

• Commercial Insurance Expertise, and works as a Commercial Account Manager
• Preferably holds a CPCU, CIC, ARM or other.
• Preferably a business degree (finance, accounting, economics, statistics, etc.) from an accredited college
• Excellent verbal and written communication skills
• Math and problem-solving skills, with and ability to connect the dots and be forward looking.
• Aptitude for learning new technology
• Positive attitude, good listening skills and empathy
• Highly organized and strong time management skills
• Ability to multi-task in a fast-paced environment within tight deadlines
• Works with integrity and a high-level of confidentiality
• LOVES TO LEARN, WORK HARD, AND HAVE FUN DOING IT!