B.A. Lazaro Insurance Services Looking for Account Manager at Carmichael, CA Full Time

ACCOUNT MANAGER

B.A. Lazaro Insurance Brokerage is fast paced, fun and rewarding. We have an amazing team of dedicated Insurance professionals, and we pride ourselves on our customer service, and Industry Excellence.

We are looking for an Account Manger to create long term, trusting relationships with our customers. The Account Manager’s role is to oversee the portfolios of our customers’ accounts, as well as develop new business from existing clients and seek new sales opportunities.

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

• Licensed in Property & Casualty

• Serve as the lead point of contact for all customer account management matters

• Build and maintain strong, Long-lasting client relationships

• Operating as lead point of contact for any and all matters specific to client and company accounts

• Overseeing customer account management including negotiating contracts and agreements to maximize companies profits

• Prepare reports on accounts status

CORE COMPETENCIES

• Business Results: Able to meet individual performance metrics and goals.

• Multi-tasking: Able to successfully juggle multiple priorities at any given time.

• Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.

• Communication: Possess outstanding written and verbal communication skills.

• Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.

• Teamwork: Accept feedback when offered and work well with others.

• Problem solving: Able to research and identify timely solutions to customer-related problems.

• Basic computer skills required.

PREFERRED SKILLS AND ABILITIES

• Licensed in Property and Casualty preferred.

• Four-year college degree preferred.

• High school diploma or equivalent required.

• Ideal candidates will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, bilingual (if applicable to the area), and strong verbal and written communication skills. Managerial and training experience.

B.A. Lazaro Insurance Services