Quick Apply Full-time 2 hours ago Full Job Description Who we are at Blackwell Insurance Agency Blackwell Insurance Agency is a full service agency located in Lake Forest, California. We believe that our success is 100% dependent on the service we provide our clients. . The agency has designed a client experience process that works, and we are looking for the right person to join our team! We have a full-time marketing specialist to help with email marketing, social media, and SEO as well as a robust marketing strategy. Blackwell Insurance conducts annual account reviews and we are very active in our community. . We are a fun, vibrant agency that is growing. Founded in 1960, 3rd generation, woman-owned Blackwell is insuring generations one family and business at a time. . Your roleThe Account Manager is responsible for managing day-to-day client service requests, handling client renewals, marketing to carriers and overseeing the client experience. Manage the renewal process for Personal Lines clients & a small amount of Commercial clients Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc. . ) Cross-sell existing clients by converting commercial lines clients to personal lines clients and personal lines clients to commercial Handle all cancellation requests that come into the office and try to save clients. Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies. . Remarket policies when uprates occur due to rate increase, MVR activity or risk changes. Proactive calling on claims following our claims process Identifying opportunities to add value to the client experience Rewrite non renewals and cancellations Assist with incoming calls What experience we think is the right fit Hold a current P&C License Must have minimum of three years experience, servicing personal/commercial lines insurance products Excellent communication skills Ability to multi-task and high attention to detail Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) Preferred Experience with multiple carriers Hawksoft Agency Management software experience Benefits we provide Competitive salary & bonuses Paid Time Off Group Health Benefits Simple IRA Company Match Great Work Environment Room For Growth What sets us apart We are dedicated to building a great team by having weekly lunches, quarterly fun days and getting involved in community events. . Blackwell Insurance Agency is a member of the Lake Forest Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County. Quick Apply. .