Independent Insurance Account Manager
Who we are at Blackwell Insurance Agency
Blackwell Insurance Agency is a full service agency located in Lake Forest, California. We believe that our success is 100% dependent on the service we provide our clients. The agency has designed a client experience process that works, and we are looking for the right person to join our team! We have a full-time marketing specialist to help with email marketing, social media, and SEO as well as a robust marketing strategy. Blackwell Insurance conducts annual account reviews and we are very active in our community. We are a fun, vibrant agency that is growing. Founded in 1960, 3rd generation, woman-owned Blackwell is insuring generations one family and business at a time.
Your role
The Account Manager is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing the client experience.
Manage the renewal process for Personal Lines clients & a small amount of Commercial clients
Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
Cross-sell existing clients by converting commercial lines clients to personal lines clients and personal lines clients to commercial
Handle all cancellation requests that come into the office and try to save clients.
Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
Proactive calling on claims following our claims process
Identifying opportunities to add value to the client experience
Rewrite non renewals and cancellations
Assist with incoming calls
What experience we think is the right fit
Hold a current P&C License
Must have minimum of three years experience, servicing personal/commercial lines insurance products
Excellent communication skills
Ability to multi-task and high attention to detail
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Preferred
Experience with multiple carriers
Hawksoft Agency Management software experience
Benefits we provide
Competitive salary & bonuses
Paid Time Off
Group Health Benefits
Simple IRA Company Match
Great Work Environment
Room For Growth
What sets us apartWe are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events. Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.