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Commercial Lines Account Manager (Amorelli, Rosemann and Associates)

Company: Acrisure
Location: Ontario
Posted on: July 29, 2022

Job Description:

Originally established by Ed Rosemann and Anthony Amorelli in 1987, Amorelli, Rosemann and Associates has grown to meet the expanding insurance needs of the burgeoning Inland Empire and Southern California marketplace.Our offices are conveniently located near Ontario International Airport in Ontario, California near Haven Avenue and Concours Street. Our state-of-the-art facilities, include the most recent technologies and backup - protocols to assure we can efficiently and effectively track policy activity from date of issuance to policy renewal. Our systems also instantly price and compare insurance products offered by some of the countries finest insurance carriers. In this way, you can be sure we are offering you the most comprehensive coverage at the most reasonable priceWe are looking to join our team a Commercial Account Manager with Amorelli, Rosemann and Associates, an Acrisure Agency Partner located in Ontario, CA.Essential Duties and Responsibilities:

  • The Account Manager role will support the Commercial Lines Sales team including servicing existing clients, marketing of new and renewal submissions, and maintaining relationships with clients and carrier representatives. They will communicate with clients, carriers and other team members about ongoing customer service requests
  • Changes and questions often come in by email or phone and you will use our management system to document calls and attach correspondence in the system for tracking and quality control
  • When quoting new or renewal accounts you will be involved the auditing of employee and coverage data to ensure accuracy before documents are released for presentationCompetencies:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education and/or Experience:
    • High School Diploma or the recognized equivalent, required
    • A valid California P & C license, required
    • 3+ years in the Commercial Lines service role, requiredComputer Skills:
      • Basic knowledge of PC's Microsoft Office Outlook Word, and Excel.
      • Experience with Agency Management systems like Applied EPIC, TAM, AMS 360 is strongly preferredOther Qualifications:
        • Must be organized, and detail oriented with excellent verbal and written communication skills
        • Ability to stay focused on multiple tasks and see each one through to completion
        • Work well with others and openly share information and resources
        • Ability to work independently and as a part of a team
        • The candidate should demonstrate professional written and oral communication skills. Experience with health/dental claims is preferred. Bi-lingual (Spanish) is preferred but not requiredPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
          • Moderate stress due to regular deadlines and daily challenges
          • High finger dexterity while typing documents and forms
          • Occasionally lift up to 20lbsWork Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
            • Work is done in a temperature-controlled, non-smoking office. Remote or Hybrid work can be discussed for the right applicant
            • Workstations are cubicles with moderately high sides
            • The noise level in the work environment is usually moderateThis description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.Acrisure is committed to employing a diverse workforce. All applicants will be considered for---employment---without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.https://www.acrisure.com/acrisureacastaffprivacynotice/

Keywords: Acrisure, Ontario , Commercial Lines Account Manager (Amorelli, Rosemann and Associates), Executive , Ontario, California

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