Account Manager
Kooner Fleet Management Solutions
Commercial Lines Account Manager
OneDigital
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $69,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Day-to-day management of assigned book of business
- Serve as main point of contact for product-related service needs
- Prepare renewal submissions and assist production team
- Build relationships with clients and answer insurance questions
- Maintain client contact and issue binders, process invoices and change requests
- Process endorsements, audits, update agency systems and prepare loss summaries
- Generate ID cards, certificates of insurance and complete surplus lines filings
- Mentor and train Account Assistant and handle delegated duties
- All other duties and projects as assigned
Requirements
- Knowledge of Property and Casualty insurance coverage consistent with experience and role
- Proficiency in Microsoft Outlook Word, Excel and PowerPoint
- Ability to navigate vendor or agency management systems as applicable
- Proficiency in Applied Epic
- Knowledge of Adobe Acrobat is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
- Excellent interpersonal skills and pleasant disposition required
- Ability to work well with others in a fast-paced environment
- Team player
- High School or Associates Degree
- California Property & Casualty License
