Local family-owned insurance agency in downtown Livermore is looking for a new team member to fill our open position as a personal lines insurance account manager. Experience is a plus, but we are open to training new candidates with the right attitude! We are looking for a friendly, organized, responsible, and energetic team player for our office. This position requires someone who enjoys a team-oriented environment and who projects a positive demeanor. The candidate should thrive in an (often) fast-paced environment and have the ability to demonstrate flexibility. This person should be pro-active in nature and has an excellent sense of judgment while ensuring work is handled efficiently without the need for constant supervision.
Our office is a team of 8 (mostly) women who enjoy working together as a team. Please do not apply if the commute will be an issue for you. We are looking for our next long term team member!
Responsibilities will include:
• Review and advise existing clients on their insurance policies & coverage
• Respond timely to all client's requests by email & on the phone
• Transact policy changes & follow up with carriers on all changes
• Quote insurance policies for new prospects & advise on proper insurance protection
• Assist walk-in clients with questions & policy review
• Monitor policy renewals and offer new quotes to clients upon review
• Monitor payment status for all policies managed & follow up with clients on payments past due
• Strong knowledge of all personal insurance policy types including homeowners, auto, umbrella, watercraft, dwelling fire, earthquake, and others.
Skills necessary:
• High integrity and ethics
• Excellent phone etiquette and friendly demeanor
• Organized & detail-oriented with great attention to detail.
• Ability to easily multi-talk
• Savvy computer skills (Microsoft Office, programs)
• Excellent written & verbal skills, ability to send professional letters & emails
• Handle pressure in an often-busy work environment
Bilingual is a plus!
Part-time applicants are also encouraged to apply, we are flexible. If part-time is desired, please include desired schedule in cover letter. For information on our agency please visit: http://www.genemorganinsurance.com/about.html
This is a salaried position and not based on commission, please include your salary requirements in a cover letter with your resume. Full benefits for full-time employees after 90 days include medical insurance (Kaiser), dental, vision, life insurance, and up to 8 days of sick time a year. After 1 year of employment benefits include 2 weeks of paid vacation and 401(k) plan & employer matching.
Please email us your resume and include a cover letter as to why you think you would make a great member of our team along with your salary requirements. Thank you!
- Principals only. Recruiters, please don't contact this job poster.
- do NOT contact us with unsolicited services or offers
