Now Hiring - Licensed Commercial Lines Insurance Account Manager in Woodland Hills, CA

Job Description

Account Manager, Commercial Lines

Founded in 1987, Peter C. Foy & Associates is a leading financial services and insurance brokerage dedicated to providing complete risk management solutions.

The Commercial Lines Account Manager supports the middle market Account Executives in a quickly growing culture of collaboration, mentorship and internal mobility. As part of the commercial team, the AAM is responsible for client service and internal support consistent with strong insurance industry standards.

Job Responsibilities:

• Assist the Account Executive with the account life cycle consistent with industry standards.
• Manage client documentation:
• Invoicing
• Binders
• Policies, endorsements
• Certificates of Insurance
• Surplus Lines Compliance

• Contribute to Client Retention through excellent service and follow through.
• Build and maintain market relationships assisting the Account Executive with marketing activities pre- and post-renewal.
• Prepare written correspondence, reports and analysis as needed and document all correspondence by attaching it in the agency management system (EPIC)
• Work with and assist accounting department on clients' aged receivables and account reconciliation
• Assist team with various presentation preparations, and other projects as assigned.

Required Experience and Licenses:

• CA P&C Broker License
• 3-5 years’ insurance industry experience
• Experience in EPIC preferred
• High School Diploma/GED. Bachelor's’ degree preferred, but not required
• Excellent verbal and written communication skills
• Proficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)
• Ability to multitask and work in a fast-paced environment.
• Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Compensation:

• A competitive total benefits package with a growing organization
• Salary commensurate with experience

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Woodland Hills, CA 91367: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience using EPIC agency management system?

Education:

• High school or equivalent (Preferred)

License/Certification:

• CA Insurance Property/Casualty License (Required)

Work Location: In person