Insurance Account Manager

CSI, Inc. • Full-time • Burbank, CA, US • 1w ago

Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields.

Our client, a Burbank based Insurance Firm, is seeking a Commercial Insurance Account Manager to support two producers and their book of business as relating to marketing, claims, and administration.

Monday-Friday 8:00am-5:00pm (Remote days; Monday and Friday)
$100,000-$115,000/year + Benefits

Responsibilities:
• Responds to Clients inquiries, maintains documentation of communications, existing issues, and issue resolutions.
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier.
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications.
• Requests and collects quotes (new and renewal) from carriers.
• Audits quotes, binders, and endorsements and makes requests for changes as needed.
• Processes audits and creates audit analysis for Client.
• Receives policy, then updates and completes policy check to ensure completeness.
• Updates specifications, application, and summary information to reflect changes during the year.
• Monitors receipt of quotes from carriers once submitted and negotiated.
• Binds coverage under direction of the Producer.
• Informs Client of any and all changes that may affect insurance premiums or coverage.
• Gathers and compiles information for new business opportunities.
• Inputs Client information into data management system, ensuring accuracy and completeness.
• Generates materials for Client presentations and meetings.
• Creates and sends compliance communications as needed.
• Issues and processes Client invoicing.
• Issues Certificates and Evidence of Insurance as requested.

Qualifications:
• 5+ years' experience in commercial insurance
• Property & Casualty Insurance License
• Epic software experience a plus

We know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply! Once we receive your resume, one of our team members will reach out to you to schedule a Zoom interview at your convenience. We look forward to working with you!