About this opportunity
Bryson lists this Property & Casualty Account Manager opportunity in orange county, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
As a Property & Casualty Account Manager, you will collaborate closely with the Producers and Account Executives, taking ownership of local and national accounts. Your role entails working with a select group of assigned clients, wherein you will oversee day-to-day operations, foster robust relationships, and deliver an exceptional level of service. Through your dedication to client satisfaction, you will play a pivotal role in sustaining and enhancing ongoing, long-term client relationships.
Essential Duties and Responsibilities
Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
Manage ongoing client service relationship
Maintain open and clear communication channels with clients, insurance carriers, and internal partners
Develop connections beyond the producer’s relationship with the key decision makers in book of business
Respond to inquiries and requests in a timely and professional manner
Process audits, changes, endorsements, ID cards, MVRs and other insurance documents on a timely basis
Identify problems, summarize, and develop strategic solutions
Communicate due dates, timelines, and expectations to clients and partners
Prepare ACORD Forms and specific marketing applications through communication with producers and prospect/client
Collect loss history from carriers and prospect/client
Submit ACORD Form data, specific marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portal
Phone and email follow-up with clients to secure additional underwriting data or misc. info
Follow-up with carriers and wholesalers to secure quotations and misc. data by set deadline
Prepare proposals for new business and client renewals
Review proposals with clients by phone, zoom/teams or in-person based on client needs
Input and maintain record of all activities in EPIC
Make sure the client is aware of all resources Bryson offers
Qualifications:
Technical insurance knowledge
An active California State Property & Casualty License
Strong understanding of Commercial Property & Casualty insurance products and coverages.
Excellent communication, negotiation, and relationship-building skills.
3+ years of insurance agency customer service
Sound professional and personal judgment
Strong business acumen
Polished interpersonal skills
Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Competencies:
Proactive and self-motivated; ability to work independently with minimal oversight
Possess a strong teamwork orientation
Demonstrate strong prioritization and multitasking skills
Organized with excellent verbal and communication skills
Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
Ability to easily adopt and work with all soware platforms used at Bryson, namely EPIC
Success Factors:
Proficient in Microsoft Office and EPIC applications
Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
Ethical business standards and transparency
Promote open communication and high morale
Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role Monday-Friday 8am -5pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.