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Independent Insurance Account Manager

Blackwell Insurance Agency

Independent Insurance Account Manager

Lake Forest, CA
Full Time
Paid
  • Responsibilities

    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.