California Licensed Commercial Insurance Manager

Job Summary

A company is looking for a Commercial Insurance Account Manager.

Key Responsibilities

• Utilize the agency management system (EPIC) to service client accounts
• Handle renewal insurance marketing and prepare insurance proposals
• Process policy changes and manage invoicing efficiently

Required Qualifications

• High School Diploma and active California Property & Casualty Insurance License
• Minimum 4+ years of experience as an Assistant Account Manager or Account Manager
• Proficiency in Microsoft Office (Excel & Word) and general computer navigation
• Ability to perform basic retail math, including fractions and percentages