California Licensed Senior Account Manager

Job Summary

Seeking a California Licensed Senior Account Manager, the fully-remote position will manage client onboarding, provide midterm service, and guide insureds through coverage discussions and policy changes to enhance the client experience in commercial insurance.

Key Responsibilities

• Manage client onboarding and offboarding processes from start to finish
• Handle audits, claims activity, and service recommendations for assigned accounts
• Conduct pre-renewal discussions with clients to evaluate exposures and coverage needs

Required Qualifications

• Active California Property & Casualty License required
• 5+ years of experience in an Account Management or Customer Service Representative role within the insurance industry
• Proficiency with Microsoft Office applications
• Experience using Applied EPIC or a comparable agency management system
• Solid understanding of insurance coverages and risk exposures across a range of industries