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Commercial Insurance Senior Account Manager

Company: Valley Oaks Insurance
Location: Roseville
Posted on: April 5, 2021

Job Description:


  • Current CA Property/Casualty Insurance License-7 years experience required
  • Applied Epic Systems Experience-Minimum of 1 years (Certificates, Invoicing, etc.), and additional Applied Tam Experience
  • Marketing/Online Rating Experience with commercial insurance carriersDescription: Commercial Lines Customer Service and Marketing
    Job Purpose:
    Serves customers by providing product and service information; resolving product and service problems; marketing renewals and new business
    Duties:* Attracts potential customers by answering product and service questions; suggesting information about other products and services.
    * Marketing New and Existing Accounts
    * Preparing Proposals
    * Opens customer accounts by recording account information.
    * Maintains customer records by updating account information.
    * Resolves product or service problems by clarifying the customer's concern; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
    * Maintains accounts by processing customer adjustments.
    * Recommends potential products or services to management by collecting customer information and analyzing customer needs.
    * Prepares product or service reports by collecting and analyzing customer information.
    * Contributes to team effort by accomplishing related results as needed.
    * Provides needed support to producers
    Skills/Qualifications:Customer Service, Product Knowledge, Computer Skills, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Concerns, Analyzing Information , Multi-tasking, Team Player

Keywords: Valley Oaks Insurance, Roseville , Commercial Insurance Senior Account Manager, Executive , Roseville, California

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