Insurance Account Manager
This post is no longer available
The company provides innovative and cost-effective insurance products and strategies. You will be responsible for interfacing with an assigned list of accounts involving the company’s portfolio of products such as property/casualty and life/health.
Salary
$ 65K-80K / year
Job Location
Torrance, CA
Type of employment
Full time
Language
English
Work hours
9:00 AM - 5:30 PM
Remote Work
△（Temporarily due to COVID-19）
Industry
Insurance
Visa Sponsor
NO
Posted
3 years ago
Job ID
#1284
Benefits
Competitive employee benefits package.
(Insurance, Sick Leave, Paid Vacation etc)
Responsibilities and Duties
- Prepare, distribute, and coordinate corresponding sales contracts and associated required forms to complete sales orders .
- Actively cross-sell full breadth and depth of products using knowledge of a full portfolio of products and services.
- Prepare summaries of insurance, schedules, and proposals for word processing as needed and in coordination with other departments to Company’s procedures.
- Review audits of policies, verify accuracy and facilitate corrections, as needed, between client and carrier .
- Verify policy and policy change information, facilitating corrections when necessary.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Customize insurance programs to suit customers, often covering a variety of risks.
Qualifications
- Fluency in Japanese is a big plus.
- Must have an insurance license - state transfer will be supported.
- 3 years of hands-on experience in insurance or risk management industry.
- Customer service experience in a similar or comparable work environment, strong verbal communication skills
- Competent in computer use – average to above average experience in Microsoft Office Suite (i.e. Outlook, Word, Excel, and PowerPoint).
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