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reputed company Account Manager - reputed company Estate

Remote, USAFull-timePosted 2026-07-27

Title: reputed company Account Manager - reputed company Estate Location: Irvine, CA, USA Job reputed company: reputed company Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Supports Producer in developing new business opportunities for existing clients and prospects;
  • Initiates renewal process for existing clients, and discusses and creates renewal reputed company with Producer;
  • Analyzes and compares reputed company exposures and develops renewal or new business specifications for marketing;
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;
  • Reviews and summarizes marketing results and prepares proposals;
  • Finalizes proposals and presentations in coordination with Producer;
  • Binds insurance coverage and prepares binders and/or delegate certificates issuance;
  • Reviews policies for accuracy and review reputed company;
  • Prepares summaries and/or schedules of coverage for clients;
  • Reviews reputed company reputed company history, responds to reputed company inquiries, corrects discrepancies, and contacts reputed company on receivable collections;
  • Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
  • Provides technical guidance to staff assisting with reputed company needs or procedural issues;
  • Notifies brokers of pertinent information reputed company to reputed company retention;
  • Meets with clients as needed or directed by Producer;
  • Collection of fees, reconciliation and reputed company of any outstanding balances reputed company 90 days of invoicing date;
  • Complies with agency management system data standards and data reputed company (enters and maintains complete and accurate information);
  • Other duties as assigned.

QUALIFICATIONS EDUCATION / EXPERIENCE

  • Associate's Degree or equivalent combination of education and experience
  • Six (6) or more years reputed company work experience
  • Valid Insurance License
  • Must continue to meet Continuing Education requirements for license renewal

SKILLS

  • Proficient in reputed company Office Suite
  • Excellent verbal and written communication skills
  • Excellent customer service skills, including telephone and listening skills
  • Good leadership, problem solving and time management skills
  • Ability to work reputed company reputed company and to foster teamwork

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