Account Manager

Summary

Join IntelliPro as an Account Manager (Commercial Lines) and provide professional insurance services to corporate accounts. Handle new business, renewals, claims, and customer inquiries. Manage policy administration and insurance programs, offering technical guidance to team members. Client visits with the manager are required. This remote position, based in the SF Bay Area, offers a competitive salary up to $100K. The ideal candidate will possess an active California Property and Casualty License and at least two years of commercial insurance experience.

Requirements

• Associate or Bachelor degree or above
• An Active California Property and Casualty License
• A minimum of 2 years’ experience working in commercial insurance/financial lines with an independent agency is required for this position
• Able to work under pressure with good time management skills

Responsibilities

• Provide professional insurance agency/brokerage services to an assigned portfolio of corporate accounts
• Handle general insurance matters including new business, renewals & claims
• Handle customer inquiries, policy administration and insurance program
• Provide technical guidance to other members of the team
• Client visit with manager
• Other duties as assigned by management

Preferred Qualifications

Capability to get appointed with wholesalers/insurers on behalf of company is preferred

Benefits

• The pay offered to a successful candidate will be determined by various factors, including education, work experience, location, job responsibilities, certifications, and more
• Additionally, IntelliPro provides a comprehensive benefits package, all subject to eligibility