Senior Personal lines Account Manager

Broad Spectrum is a boutique insurance agency that was established in 2006. We are seeking a Full-Time qualified insurance professional to join our growing team for the role of Personal lines account manager. We are looking for an energetic, driven, reliable professional that is interested in helping with our continued growth through providing excellent customer service to our clients. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Job Requirements are as follows:

• Current/Active California Property & Casualty Insurance License
• 5 years of prior Account management experience in the insurance industry
• Prior Experience working on High Net Worth/Middle Market clients
• Excellent verbal and written communications skills
• Ability to multitask and work in a fast paced environment
• Must be detailed oriented and take a lot of pride in providing excellent customer service
• Someone who is interested in creating long-term, trusting relationships with clients
• Prior experience with Applied EPIC agency management a big plus

Job Duties:

• Establish and maintain excellent customer relationships
• Inside sales and cross-selling of existing agency book
• Administration of daily workflow including renewals, endorsements, proof of coverage, etc.
• Respond to customer and carrier needs in a timely and professional manner
• Provide in depth coverage knowledge and advice
• Maintain up to date and accurate client files in the agency management system
• Be able to work independently without oversight while maintaining a positive, collaborative relationship with team members
• Keep up to date with industry changes and laws

Compensation:

• Salary Position with commission bonus opportunities (Salary is based on experience)
• Medical
• Dental
• PTO
• 401k Match

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Work Location: Hybrid remote in San Francisco, CA 94103