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Actuarial/Statistical Senior Analyst

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Personal Lines Account Manager

Company Name
Office Location

Stonehenge Associates - Executive Search for the Insurance Industry

P.O. Box 279

Alameda, CA 94501

Office/Cell: (510) 521-1124

Fax: (510) 217-9686

Lori@StonehengeAssociates.com

Job Title

Personal Lines Account Manager

   
Job Responsibilities

Primary function is managing 120 - 200 personal lines accounts. 

·         Electronic filing/mailing

·         New business quotations

·         Proposals

·         Assisting with client presentations

·         Processing insurance applications/endorsements

·         Assisting with claims

·         Assisting clients with policy changes and questions

·         Working in a team environment with four other Client Advocates ( account managers)

Experience Needed

·         California Fire/Casualty license in good standing

·         special preference given to candidates with minimum of 1 year experience with one or more of the

·         following carriers:  Chubb, Fireman's Fund, ACE Private Risk Services, Travelers and/or Chartism  Private Client Group ( previously AIG)

·         Experience handling Personal Lines accounts in excess of $10,000 ( annual premiums)

·         Experience with a paperless agency environment

·         Excellent communication skills

·         Knowledge of Microsoft Office and basic agency management systems ( preference to AMS 360)

·         Proven track record of successful client advocacy in a fast paced environment, emphasizing attention to detail and multi-tasking

·         Candidate must be knowledgeable in the insurance industry, computer literate, personable and be able to work with teammates in an exciting environment

·       Positive attitude and enthusiasm for producing quality work is required

Contact

Lori J. Perrault
Lori@StonehengeAssociates.com
Office/Cell: (510) 521-1124

Notes

Benefits:

·         Competitive salary based upon salary history

·         Company pays for 80% of employee Health, 50% of Dental and 100% of
  Long-Term Disability Insurance

·         Vision Insurance provided to employees at their cost

·         Paid vacation/sick time ( three weeks - 15 PTO days) per year

·         401 ( k) with company contributing 3%

·         $50,000 term life insurance

·         Participation in company bonus plan

Tri-Valley Insurance Professionals make no guarantees on any referral.  We do not interview prospective employees, nor do we make any assertions or guarantees regarding potential employer.

We accept no liability for any referral.

Tri-Valley Insurance Professionals| PO Box 10231| Pleasanton, CA 94588