Insurance Account Manager – P&C Licensed
Location: SAN CLEMENTE, CA
Job Type: fulltime
Company: Chris Dolkas - State Farm Agency
Salary: $21.0 - $25.0 per hour
Category: Insurance
Job Description Apply Now
Insurance Account Manager – P&C Licensed
We are seeking a dedicated and licensed Insurance Account Manager – P&C Licensed to join a dynamic and client-focused insurance agency team. This full-time position is designed for professionals who are passionate about delivering high-quality customer service, building lasting client relationships, and contributing to the ongoing success of the agency. As an Insurance Account Manager – P&C Licensed, you will play a vital role in servicing and retaining clients, guiding them through insurance solutions, and supporting the agency’s growth initiatives. The role is ideal for those who enjoy a fast-paced work environment and are eager to grow their careers within the insurance industry.
As an Insurance Account Manager – P&C Licensed, you will leverage your active Property and Casualty insurance license to manage accounts, address customer inquiries, and ensure a seamless client experience. You will work closely with agency leadership and team members, utilizing a consultative approach to educate clients about insurance products and provide tailored solutions based on their unique needs. Your commitment to professionalism, accuracy, and proactive problem-solving will be essential to your success in this role.
The Insurance Account Manager – P&C Licensed position offers a comprehensive compensation package, including base salary, commissions, bonuses, and a range of valuable benefits such as health, dental, life, and retirement plans, as well as paid time off. The agency values growth and advancement, offering opportunities for personal and professional development within the organization. If you are self-motivated, detail-oriented, and dedicated to customer service, this is an excellent opportunity to launch or advance your insurance career.
Working in this region provides employees with access to a vibrant local community, diverse professional networks, and an array of amenities that support work-life balance. The agency fosters a collaborative and inclusive workplace where each team member is empowered to contribute to collective success. Apply today to take the next step in your insurance career as an Insurance Account Manager – P&C Licensed and join a team committed to excellence and client satisfaction.
Insurance Account Manager – P&C Licensed Summary- Serve as a primary point of contact for insurance clients and provide exceptional service.
- Leverage a Property and Casualty (P&C) license to manage client accounts and recommend solutions.
- Work collaboratively with team members to achieve agency goals and support business growth.
- Utilize industry knowledge to educate clients on insurance options and coverage needs.
- Establish and nurture customer relationships through ongoing communication and follow-up.
- Respond promptly and accurately to client inquiries regarding insurance availability, eligibility, coverages, policy changes, claim processes, and billing clarifications.
- Conduct needs-based reviews to identify suitable insurance products for clients.
- Maintain a strong work ethic and demonstrate a commitment to agency and personal success.
- Provide regular, thorough activity reports to agency leadership.
- Stay current on product updates, industry changes, licensing requirements, and continuing education.
- Participate in training programs and development opportunities as required.
- Support agency operations by assisting with administrative tasks and process improvements.
- Work within a team environment to achieve high standards of service and operational excellence.
- Competitive base pay with opportunities for commissions and bonuses.
- Comprehensive benefits package: health, dental, and life insurance options.
- Retirement plan to support long-term financial goals.
- Paid time off, including vacation and personal/sick days.
- Opportunities for valuable industry experience and professional advancement.
- Active Property & Casualty insurance license required.
- Ability to obtain Life and Health insurance license within 60 days of hire.
- Strong interpersonal, written, verbal, and listening communication skills.
- Organizational and multi-tasking abilities with keen attention to detail.
- Self-motivated and proactive in problem-solving and continuous learning.
- Commitment to customer service and achieving high levels of client satisfaction.
- Capacity to thrive in a team environment and adapt to a fast-paced setting.
- Comfortable with computer functions and technology relevant to insurance operations.
- Energetic and enthusiastic about helping clients achieve peace of mind through tailored insurance solutions.
- Dedicated to accuracy and efficiency in managing account information and service requests.
- Possesses a positive attitude and a willingness to learn and grow within the organization.
- Demonstrates pride in delivering timely and thorough work.
- Effectively balances multiple tasks and priorities while maintaining attention to detail.
- This position is with an independent contractor agent rather than a direct employee of a major insurance company.
- Selected candidates must meet licensing and training requirements as established by the agency and regulatory bodies.
- The agency is committed to equal employment opportunities and maintaining a diverse, inclusive workplace.
- All applicants are encouraged to apply by clicking the job application button to start the process and take the next step in their insurance career.
- Employees of independent contractor agents are not employees of the parent insurance company.
Take the next step in your career as an Insurance Account Manager – P&C Licensed by submitting your application today and joining a dedicated team focused on excellence and growth.