Finance & Insurance Manager offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Being a Finance & Insurance Manager negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. Additionally, Finance & Insurance Manager may Require a bachelor's degree. Typically reports to a head of a unit/department. The Finance & Insurance Manager supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Finance & Insurance Manager typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Personal Lines Account Manager- High Net Worth Clients - Irvine, CA
An amazing brokerage in is seeking a Personal Lines Account Manager. We are seeking an individual that can manage a book of business and have strong carrier relationships.
This is a great opportunity to work with an established agency. Compensation is competitive and varies depending on earning expectations, base salary, and full benefits package offered.
Job Duties:
- Effectively service clients within the assigned book of business
- Maintain current clientele and generate future business
- Work closely with the insured to assess their needs and interface with the internal agent to underwrite accounts
- Must be able to provide a high level of customer service and professionalism at all times
Skills & Qualifications:
- 5 years of recent Personal Lines Account Manager or Customer Service experience
-Experience with affluent clients
- Be able to present information to clients via phone or in-person
- Excellent verbal and written communication skills
- Current Property & Casualty
The Perks:
- Competitive pay based on experience
- A full suite of benefits - (medical, dental, vision, 401k, etc)
- Employee Stock Options Career growth and advancement opportunities
Why Insurance Relief™?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers, and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities.
Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.
Contact us today! info@insurance-relief.com, 888-292-4440
Job Type: Full-time
Pay: $75,000.00 - $85,000.00 per year
Benefits:
Weekly day range:
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Work Location: Hybrid remote in Irvine, CA 92614
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