Account Manager

Company: Petra Risk Solutions
Location: Orange
Posted on: October 24, 2024

Job Description:

We are a commercial insurance brokerage. Our mission is to provide our customers with exceptional service as the nation's largest independent insurance brokerage exclusively serving the hospitality industry. We are seeking a new Account Manager to join our team. Your role will be to assist our customer service team in meeting the needs of commercial insurance policyholders.. As a member of the Commercial lines customer service department, you will work with existing and prospective insured clients and team members from various departments within our organization and report to our Office Manager. What You Will Do: Build and maintain relationships with clients and key personnel within our client companies. Review and interpret insurance policies to effectively service an assigned book of business. Prepare account submissions for marketing. Manage multiple projects at varying stages. Process policy transactions, such as endorsements and cancellations. Invoice account activity. Issue certificates of insurance and auto ID cards, as needed. Maintain accurate policy records in an electronic database Regularly attend and participate in scheduled meetings. Maintain regular, pro-active communication with service team members. What You Will Bring: Our ideal candidate will have 5-10 years of relevant experience and the following credentials/skills: High School or GED Property and Casualty Insurance license Commercial Insurance experience Why You'll Love Us: Our organization offers a flexible work environment to support work/life balance for our team members. We embrace innovation and invite employee participation in organizational change. Salary range for this position is $65,000 - $100,000 per year. We offer the following benefits: Health Insurance Life Insurance Dental Insurance Vision Insurance 401(k) Dependent Care Flexible Spending Account Medical Flexible Spending Account Flexible Schedules Work From Home Holiday Pay Paid Time Off Long-Term Disability Short-Term Disability DEI Statement: We are committed to providing an inclusive environment that ensures the happiness and success of each of our associates. We pride ourselves on hiring, training, and retaining a community of employees from various backgrounds, perspectives, and experiences. EOE Statement: We are an equal opportunity employer that does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Employment Type: Full Time Years Experience: 5 - 10 years Salary: $65,000 - $100,000 Annual Bonus/Commission: No

Keywords: Petra Risk Solutions, Mission Viejo , Account Manager, Executive , Orange, California