About this opportunity
Bryson lists this Property & Casualty Account Manager opportunity in orange county, ca, 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. 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
Process audits, changes, endorsements, ID cards, MVRs and other insurance documents on a timely basis
Communicate due dates, timelines, and expectations to clients and partners
Prepare ACORD Forms and specific marketing applications through communication with producers 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. data by set deadline
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
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
~ 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
Proficient in Microsoft Office and EPIC applications
Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
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; Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.