Personal Lines Account Manager Job at Swell Insurance Solutions CA, Costa Mesa, CA

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  • Swell Insurance Solutions CA
  • Costa Mesa, CA

Job Description

Job Description

Job Description

Reach Your Goals With Us!

Swell Insurance Solutions, An Acrisure company, is excited for the opportunity to meet you! Our agency is growing, giving us the ability to add a Full Time Insurance Licensed Personal Lines Account Manager to our team. We serve the CA and TN community, where our success is due in no small part to our belief in treating everyone - clients and coworkers alike- as we would want to be treated. With your customer service experience and your eye for detail, you'll find a place to grow your career with us. We can't wait to meet you, apply today!

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Life Insurance

Disability Insurance

Retirement Plan

Evenings Off

Responsibilities
  • Create quotes, shop renewals and cross sale
  • Issue insurance documentation, update client information and initiate policy changes
  • Build client relationships to maintain retention and win-back previous client
  • Educate and advise clients
  • Handle incoming referrals leads for Personal Lines
  • Able to sale incoming leads for Personal Lines
Requirements
  • Property & Casualty License Required.
  • 3+ years insurance customer service experience required in Personal Lines.
  • Detail oriented with the ability to prioritize and multitask.
  • A team player who is goal oriented.
  • Professional communication skills.
  • Great Attitude!

Job Tags

Full time, Afternoon shift,

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