Open Position

Open Position

Immediate Opening in our Personal Insurance Center: Account Manager

If you’re looking for a company that offers stability, growth potential and a strong emphasis on our values of integrity, respect, courage, achievement and giving back to the community, then apply today to find out how you can become a dynamic part of our team at INSURENEX! As an Account Manager in our Personal Insurance Center, you will have a competitive salary plus performance based incentives with access to top-rated training while putting to use your sales, marketing and client services background.

  • Responsibilities:
  • The position is primarily responsible for development and servicing of existing client accounts including issuing new policies, responding timely to policy change requests, answering billing inquiries and providing claims support. You will also assist Producers with both new and renewal business providing client account onboarding support, development and retention; this includes engaging clients in periodic annual reviews to assist them avoid gaps in coverage and expanding their overall financial protection.

    A day as an INSURENEX Account Manager will require and include:

    Ability to multi-task as an essential part to job performance
    Confidence to handle yourself on the phones with clients with grace and ease
    Utilize proven marketing systems, or those you may develop, to reach potential and existing clients to offer new products and coverage features that are aligned with their goals
    Interact with banks, lenders, finance and escrow companies regarding certificates of insurance
    Responding timely to requests for coverage overviews, policy changes and billing inquiries
    Working with underwriters and insurance company personnel for risk approval and retention
    Presenting and issuing new policies for new and existing clients
    Attending to lapsed policies/rewrites/reinstatement on a daily basis
    Use of suspense/calendaring tools and client file documentation
  • Requirements:
  • The qualified Account Manager candidate will be able to communicate effectively and have at least a high school diploma, although a college degree is preferred. You will also have a minimum of three (3) years of experience:

    California Property & Casualty License
    Knowledge of personal policy forms, i.e. Umbrella, HO3, HO4, HO6, Landlord Protection, Auto
    Sales and/or client services experience
    Bilingual Spanish Speaking a MUST
    Exceptional communication skills, both written and verbal
    Ability to analyze and revise position systems and procedures to improve efficiency
    Superior organization skills and dedication to completing projects in a timely manner
    Proficiency in Microsoft Office suite of software and agency automation systems
    Desire to pursue ongoing growth and development
    Desire to participate, volunteer and be active in the community
  • What We Offer:
  • Health, Dental and Vision Insurance plans available
    Ongoing training and development from a family-oriented business environment
    Stability and growth opportunities inside our awesome team
    A fun environment where your contributions are valued and celebrated
    Bonuses, Incentive Program, Awards/Recognition

Send your resume care of

Take the NEX Step

Call us today at 818-781-8112 to schedule a conference call or appointment in person.