Spectrum Insurance

Property & Casualty Insurance - Client Manager

Location: San Diego, CA

Job Description:

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.

Responsibilities:

• Manage a portfolio of commercial insurance clients
• Respond to customer inquiries and resolve issues in a timely and professional manner
• Act as the main, day-to-day contact for clients.
• Prepare Applications and other documents required for a submission.
• Perform Contract reviews for insurance requirements compliance.
• Prepare Certificates of Insurance, Invoices, and Finance Agreements.
• Process Endorsements, Audits.
• Review and process client policy renewals and endorsements
• Maintain and update client information in our database
• Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
• Check binders, policies, endorsements, and audits for accuracy.
• Prepare summaries and/or schedules of coverage for clients.
• Work closely with underwriters and carriers to provide clients with the best coverage options
• Build and maintain strong relationships with clients through regular communication and follow-up

Qualifications:

• Minimum of 3 years of experience in client service in the insurance industry
• P&C Insurance experience: 3 years (Required)
• Client Management: 3 years (Required)
• Strong communication and interpersonal skills
• Ability to multitask and prioritize effectively
• Proficient in Microsoft Office and insurance industry software
• Proficient with Web-based CRMs and Raters
• College degree preferred
• Bilingual in Spanish is a strong plus

We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!

Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.