Job DetailsJob Location: Main Office - Turlock, CA 95380Position Type: Full-TimeEducation Level: Property & Casualty LicenseSalary Range: $24.00 - $28.00 HourlyTravel Percentage: NoneJob Shift: DayJob Category: ClaimsObjective       

This position is responsible for managing a Personal Lines book of business with professional, detailed, accurate, and courteous service. The Account Manager will continue to develop and develop their insurance expertise. 
 

Essential Functions         

Directly responsible for the daily service requirements including, but not limited to:

The marketing and renewal process for existing and new clients includes gathering data, preparing submissions, and communicating with the insurance carriers.
Creating and presenting proposals, including comparing forms and providing analysis to clients and coworkers
Binding coverage with carriers and following up to ensure the proper coverage was issued
Creating and maintaining applications, evidence of insurance, and other client data
Processing policies, change requests/ endorsements, and all other items related to the service of accounts
Maintaining the client's file, including documentation, and creating follow-ups
Communicating and assisting clients, vendors, and coworkers with information and servicing the Agency's accounts
Communicate any questions, training needs, or assistance with assigned tasks with the supervisor.

Complete all other essential functions as assigned.
Complete tasks according to Standard Operating Procedures.

QualificationsEducation and/or Experience

A high school diploma or equivalent is required
Three years of Account Manager experience is required
An active Property & Casualty Insurance license is required
Proficient in Microsoft 365 Outlook, Word and Excel
Experience with AMS360 and ImageRight Management Systems is preferred.

Physical Demands

The physical demands an employee must meet to perform the essential functions are below. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Frequently required to use manual dexterity.
Regularly required to sit at a desk and work on a computer for long periods. 
Ability to talk and listen.   
Occasionally required to stand, walk, reach with hands and arms; climb or balance; and stoop, kneel, or crouch.
Occasionally required to lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.
 

Position Type      

This position is a full-time, non-exempt position. The Agency provides compensation for all overtime hours worked by non-exempt employees in accordance with State and Federal laws.

Hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m.

The Agency may occasionally schedule a "work Saturday" where the office may be open from 8:00 a.m. to 5:00 p.m. or as determined by management. Employees may volunteer or be required to work.

Work Environment

Characteristics are relatively stable. The noise level is usually moderate, and the exposure to hazardous conditions is practically non-existent. Listed below are applicable special environmental conditions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Fast-paced multi-tasking environment with high disruption
Ability to work alone or as part of a team
 

Disclaimer       

This Job Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.

This job description is not intended as a contract and is subject to change and revision. Any written contractual agreement will supersede this job description. All requirements may be modified to accommodate physically or mentally challenged employees.