California Licensed Account Manager

Job Summary

A company is looking for a Commercial Lines Account Manager - Remote (PST).

Key Responsibilities

• Manage day-to-day operations of assigned client accounts and serve as the main point of contact
• Assist in marketing and servicing clients, including preparing renewal submissions and processing policy changes
• Mentor and train Account Assistants and ensure accuracy in policy documentation and invoicing

Required Qualifications, Training, and Education

• Knowledge of Property and Casualty insurance coverage
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• California Property & Casualty License
• High School or Associates Degree
• Experience with agency management systems, preferably Applied Epic