Marketing Agent/Account Manager

Job Summary

Seeking a highly motivated and experienced Marketing Agent/Account Manager to join a team. This role is pivotal in managing and servicing a diverse portfolio of middle to large accounts, including manufacturers, distributors, and restaurants. The ideal candidate will have a strong background in insurance marketing, account management, and a proven ability to handle complex accounts. This position is primarily in-office, with hybrid flexibility for exceptional candidates.

Compensation Package

• Salary: $75,000 annually
• Benefits:
  • Kaiser Health Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • 401(k) with company contribution

Responsibilities

• Manage and service a book of business with accounts ranging from $50,000 to $500,000 in premium.
• Handle principal accounts, including quoting new and renewal business.
• Conduct marketing activities, including sending policies to market and preparing proposals.
• Submit applications to various wholesalers and carriers such as Hartford, Travelers, Guard, AmTrust, Workers Comp ICW, State Fund, CRC, Amwins, and Wholesure.
• Utilize AMS 360 software for account management.
• Provide exceptional customer service to clients and maintain strong relationships.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 5-10 years of relevant experience in insurance marketing and account management.
• Technical Skills: Proficiency in AMS 360 software and familiarity with online rating systems.
• Industry Knowledge: Strong understanding of markets and experience working with carriers and wholesalers.
• Soft Skills:
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Attention to detail and problem-solving skills.
  • Ability to work independently and collaboratively.
  • Spanish bilingual skills are a significant plus.

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