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Personal Lines Account Manager

Company: R.C. Fischer & Co.
Location: Walnut Creek
Posted on: May 14, 2022

Job Description:

Personal Lines Account Manager

We are looking for a dedicated Insurance Professional for an account manager position here at RC Fischer.

RC Fischer is an established independent insurance broker in Walnut Creek, CA.
The position will have the flexibility of working remote and/or in office.

The position includes fully paid medical benefits for the employee, 50% for dependents, 100% paid Long Term Disability, Long Term Care, and 75% of your Dental. -We also offer matching 401K up to 3% and we are an ESOP company!

Responsibilities include the following:

- - - - - - - - -Provide quality service for existing clients via phone and email
- - - - - - - - -Market new and renewal business for existing clients
- - - - - - - - -Review existing insurance with clients to confirm that the coverage matches the risk.
- - - - - - - - -Quote new business and cross sell existing clients
- - - - - - - - -Utilize the agency management system to set follow ups and complete tasks

Qualifications for the position include:

- - - - - - - - -Current California property and casualty license
- - - - - - - - -At least two years' experience in personal lines insurance
- - - - - - - - -Strong communication skills - both verbal and written
- - - - - - - - -Diligent in following up with clients
- - - - - - - - -Experience working with an agency management system - knowledge of Applied/EPIC is a plus but not required
- - - - - - - - -Experience with companies such as Safeco, Travelers, Nationwide, Progressive, and Chubb is also a plus

Our personal lines team here at RC Fischer works very well together and truly cares about our clients. -While the current insurance market requires us to work at a fast pace, it's important that we take the time to ensure our clients are set up for success. -We are looking for a like-minded candidate to join us.

Keywords: R.C. Fischer & Co., Walnut Creek , Personal Lines Account Manager, Executive , Walnut Creek, California

Click here to apply!

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