California Licensed Account Manager

Job Summary

Working remotely in the PST, MT, or CST time zones, the full-time California Licensed Account Manager will manage a generalist book of commercial insurance clients, focusing on trucking and transportation, while handling client servicing, policy endorsements, and renewals.

Key responsibilities

• Develop and maintain relationships with clients and carriers, actively participating in meetings
• Manage client accounts by binding policies, issuing certificates, billing invoices, and responding to client inquiries
• Prepare and submit renewal quotations to insurance carriers and facilitate the marketing process

Required qualifications

• California Property & Casualty Broker's License required upon hire
• 3+ years of experience in the commercial insurance industry, preferably with transportation/trucking clients
• Prior retail brokerage experience is required
• Bachelor's degree preferred; High School Diploma or equivalent required
• Strong proficiency in Microsoft Office products, particularly Word, Excel, and Outlook