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Robert Half Account Manager in Bakersfield, California

Description

We have a client in the Bakersfield area seeking an Account Manager for their office. As the Account Manager you will:

• Market, service, develop and retain assigned accounts. Meet established account development and retention objectives, as well as targeted mix of business, underwriting guidelines, and volume commitments.

• Perform risk analysis surveys, obtain renewal information, complete applications, obtain markets, deliver policies, coordinate efforts of loss control or other services, and resolve service problems.

• Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed.

• Negotiate with the insurance companies for the most proper coverage options.

• Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects

• Keep abreast of all new sales programs.

• Maintain client files on computer system and use computer system to perform all transactions.

• Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions.

• Refer current and prospective clients to Employee Benefits Department and to Personal Insurance Department for solicitation of those lines of business.

• Participate in seminars and other training to maintain required licenses and for knowledge and skill development.

• Request renewals, endorsements and other needed data from the companies and insureds.

• Solicit Producer assistance when needed in order to issue coverage in a timely, efficient manner. Bind coverage within Agency Underwriting Authority.

• Check new and renewal policies, endorsements, audits, cancellations and promptly handle for accuracy in rating, typing, coverage, signatures and input these transactions to generate billing invoices and quality products for our customers. Maintain files in an orderly, up-to-date manner.

• Provide team leadership skills for Account Managers and assist in Mentoring program established by Department Manager

• Assist Department in meeting annual training goals for over-all department education

• Perform other duties as requested.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Must be a self-starter and creative with excellent interpersonal and communication skills, both verbal and written.

• Ability to influence others.

• Must be a team player and willing to find and negotiate win-win solutions for our customers, companies, and Agency.

• Must possess good presentation skills.

• Strong analytical and problem-solving skills a must

• Must have strong computer skills, Intermediate/Advanced

• level of Excel and Word, and able to effectively utilize the Agency’s management systems.

Requirements

OTHER REQUIREMENTS:

• Resident Insurance Agent/Producer License – Property and Casualty

• College degree, highly desirable. CIC/CRIS or comparable designation preferred. Minimum 7-10 years as Account Manager experience in commercial lines and surety coverages, field underwriting for carrier appetites, marketing and rating.

• Proven experience working with mid-size to large commercial lines customers

• Average book size - $450,000 – 600,000 - revenue

• Adherence to Company policies and procedures.

• Ability to fulfill job responsibilities through acceptable attendance.

Insurance Policy, Property Insurance, Inside Sales

Please contact Robert Half at 661.502.6292 for immediate consideration.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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