Account Manager-Personal Lines

What You’ll Do:

• Design, prepare, and recommend insurance proposals for new and renewal business, approach prospective clients, and present new coverage options to existing clients.
• Collect and analyze client information, negotiate premiums, coverage enhancements, and retention levels on behalf of clients.
• Provide administrative and technical support to clients, including policy renewals, amendments, and coverage terms.
• Resolve client issues independently and seek management involvement when necessary.
• Maintain thorough knowledge of the insurance industry, specific coverage lines offered by the company, and company business practices.
• Arrange and attend meetings with clients and insurance carrier representatives, both independently and with supervisors.

What You’ll Need to Succeed:

• Highschool diploma. Undergraduate degree preferred.
• Possess and maintain a valid California Fire and Casualty License.
• 5 or more years of experience working in the California Insurance Industry, with a preference for Personal Insurance.
• Strong understanding of business service functions, insurance terminology, and various lines of commercial insurance.
• Knowledge of underwriting and rating principles.
• Demonstrated success in a customer service environment.
• Knowledge of Agency Management System is preferred.
• Intermediate to advanced-level proficiency in Microsoft 365 software including Excel, PowerPoint, Word, and Outlook.
• Excellent customer service, listening, and conflict resolution skills.
• Strong project management abilities with the capacity to work under tight schedules and deadlines.
• Diplomacy,    discretion,  and  judgment   in  building  and  maintaining    interpersonalrelationships.

• Superior written and oral communication skills,       fostering collaborative    working relationships.
• Exceptional organizational and time management skills.
• Positive, courteous, and professional demeanor with employees, clients, and vendors.
• Ability to work independently and within a team, following instructions and accepted practices to complete assignments.

What Chivaroli & Associates Offers You:

• Comprehensive health, dental, and vision coverage with significant employer premium coverage
• Flexible Spending Accounts (FSA) traditional and dependent care
• Health Savings Accounts (HSA)
• Short Term Disability, Long Term Disability, Long-Term Care, and Basic Life and Accidental Death & Dismemberment insurance
• Supplemental plans including Accident Insurance, Critical Illness, and Hospital Indemnity Coverage
• 401(k) retirement plan with employer matching
• Employee Assistance & Employee Discount Programs
• Employee Perks Program
• Flexible Time Off
• 10 paid Holidays
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
• Pet Insurance
• Commuter Benefits
• Flexible work arrangements, including hybrid work options

Compensation:

About Our Company: