Job title: Insurance – Personal Lines Account Manager (Remote in California)
Company: McGriff Insurance Services
Job description: The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You’ll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. end an email to or call 877-891-2510 (accommodation requests only; other inquiries won’t receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
This person will work with house accounts by servicing existing clients and selling new and additional policies to existing and new clients. Be knowledgeable in personal lines coverages such as homeowners, auto and excess coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, as appropriate.
This role will be remote to begin with (work from home), but subject to change as business dictates.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Build and maintain key client and carrier relationships by phone, email and in person.
2.Assist assigned clients and personal lines coverage staff with service questions related to administration, billing, claims issues and problem solving, upon request.
3.Continually seek cross-sell opportunities and suggest new lines of coverage.
4.Work with members of team to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
5.Attend and/or coordinate meetings with clients to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
6.Prepare marketing information or provide required information to Client Center marketing contact. Once marketing options have been prepared, present renewal review to the client.
7.Schedule and conduct phone calls in coordination with Client Service Team or producer, and complete the implementation process.
8.Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested.
9.Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
10.Attend seminars, classes and carrier meetings to keep abreast of new products available for clients.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelor’s degree or equivalent education and related training
2.Five or more years of personal lines insurance experience or equivalent
4.Good written and verbal communication skills
5.Good problem-solving skills
6.Good organizational skills
7.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products including excel.
McGriff Insurance Services is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
Location: Irvine, CA
Job date: Wed, 20 Apr 2022 06:46:44 GMT
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