Account Manager
Company: Petra Risk Solutions
Location: Orange
Posted on: September 25, 2024
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Job Description:
We are a commercial insurance brokerage. Our mission is to
provide our customers with exceptional service as the nation's
largest independent insurance brokerage exclusively serving the
hospitality industry. We are seeking a new Account Manager to join
our team. Your role will be to assist our customer service team in
meeting the needs of commercial insurance policyholders.. As a
member of the Commercial lines customer service department, you
will work with existing and prospective insured clients and team
members from various departments within our organization and report
to our Office Manager. What You Will Do: Build and maintain
relationships with clients and key personnel within our client
companies. Review and interpret insurance policies to effectively
service an assigned book of business. Prepare account submissions
for marketing. Manage multiple projects at varying stages. Process
policy transactions, such as endorsements and cancellations.
Invoice account activity. Issue certificates of insurance and auto
ID cards, as needed. Maintain accurate policy records in an
electronic database Regularly attend and participate in scheduled
meetings. Maintain regular, pro-active communication with service
team members. What You Will Bring: Our ideal candidate will have
5-10 years of relevant experience and the following
credentials/skills: High School or GED Property and Casualty
Insurance license Commercial Insurance experience Why You'll Love
Us: Our organization offers a flexible work environment to support
work/life balance for our team members. We embrace innovation and
invite employee participation in organizational change. Salary
range for this position is $65,000 - $100,000 per year. We offer
the following benefits: Health Insurance Life Insurance Dental
Insurance Vision Insurance 401(k) Dependent Care Flexible Spending
Account Medical Flexible Spending Account Flexible Schedules Work
From Home Holiday Pay Paid Time Off Long-Term Disability Short-Term
Disability DEI Statement: We are committed to providing an
inclusive environment that ensures the happiness and success of
each of our associates. We pride ourselves on hiring, training, and
retaining a community of employees from various backgrounds,
perspectives, and experiences. EOE Statement: We are an equal
opportunity employer that does not discriminate on the basis of
race, national origin, gender, gender identity, sexual orientation,
protected veteran status, disability, age, or other legally
protected status. Employment Type: Full Time Years Experience: 5 -
10 years Salary: $65,000 - $100,000 Annual Bonus/Commission: No
Keywords: Petra Risk Solutions, Orange , Account Manager, Executive , Orange, California
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