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About the Role

Join a fast-growing, technology-driven agency in the Bay Area that is shaking up the insurance industry with AI. This role offers an opportunity to work with innovative technology and contribute to a growing company.

Responsibilities

• Ensure a positive client experience throughout the whole process
• Consistently follow up with Markets for quotations
• Process certificates, notice of cancellations, and change requests/endorsements
• Handle requests for information and documentation
• Build client relationships by creating a positive environment and providing a high level of trust and professionalism

Requirements

• 3+ years of Commercial Lines Account Management experience
• Active Property & Casualty license
• Knowledgeable in all different lines of coverage
• Knowledge of commercial products and coverages (GL, BOP, WC, Commercial Auto, Umbrella, and related coverages)

Skills

• Microsoft Office
• Outlook
• Carrier websites
• Insurance Agency Management Systems
• macOS
• Google Space

Location

• Bay Area
• Remote

Work Type

• Fully remote
• Monday - Friday schedule

Experience Level

• 3+ years of Commercial Lines Account Management experience

Salary/Compensations

• $50,000 - $75,000

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off
• Paid holidays
• Bonus incentives

About the Company

• A fast-growing technology-driven agency in the Bay Area.
• Utilizing AI to support their staff, rather than replace them.