Insurance Account Manager (P&C, Life & Health 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, Life & Health Licensed) - Full-Time Opportunity
Are you a licensed insurance professional seeking to build your career in a dynamic and supportive office environment? We are seeking a dedicated Insurance Account Manager (P&C, Life & Health Licensed) to join a reputable insurance agency's team. This full-time role offers the chance to work closely with clients, support their insurance needs, and contribute to the growth and success of the agency. If you are passionate about delivering outstanding customer service and growing within the insurance industry, we encourage you to apply today by clicking the application button.
The Insurance Account Manager (P&C, Life & Health Licensed) is responsible for establishing and nurturing customer relationships, ensuring policyholders receive timely and accurate service, and educating clients about a broad spectrum of insurance products. In this full-time position, you will have the opportunity to utilize your active Property & Casualty and Life & Health insurance licenses to help clients secure the coverage they need and feel confident in their financial protection.
Working in this role provides valuable experience in the insurance sector, with access to training and advancement opportunities. You will collaborate with a motivated team, engage with a diverse client base, and play a vital role in the agency’s ongoing success. The work environment encourages proactive problem-solving, continuous professional development, and a commitment to delivering remarkable customer experiences every day. Those who excel in this role are detail-oriented, organized, effective communicators, and dedicated to exceeding customer expectations.
As an Insurance Account Manager (P&C, Life & Health Licensed), you will handle a wide range of tasks, including responding to client inquiries, assisting with insurance policy changes, managing claim submissions, and clarifying billing processes. The ability to multi-task, remain current on industry developments, and consistently provide thorough activity reports is essential. This is an excellent role for individuals who thrive in a fast-paced environment and are committed to personal and professional growth within the insurance field.
The agency offers a comprehensive compensation package, including base pay, opportunities for bonuses and commissions, as well as health, dental, life, and retirement benefits. Paid time off and training for career advancement are also provided. If you are ready for a fulfilling career in insurance, please submit your application today and take the next step toward joining a highly respected team.
Insurance Account Manager (P&C, Life & Health Licensed) - Summary- Full-time insurance account management role focused on client service and policy management
- Requires active Property & Casualty and Life & Health insurance licenses
- Opportunity to support clients with a range of insurance needs and contribute to agency growth
- Establish and maintain positive customer relationships through regular communication
- Provide accurate and friendly customer service, including addressing inquiries about insurance products, eligibility, coverages, and policy changes
- Assist with policy transfers, claim submissions, and billing clarification
- Educate customers on insurance options using a needs-based review process
- Consistently demonstrate a strong work ethic and dedication to agency success
- Maintain detailed and timely activity reports for the agency management
- Stay updated on industry developments, product changes, licensing, and technical advancements
- Base pay with additional opportunities for bonuses and commissions
- Comprehensive benefits package including health, dental, life, and retirement plan options
- Paid time off for vacation, personal, and sick days
- Valuable industry experience with potential for advancement within the agency
- Active Property & Casualty insurance license required
- Active Life & Health insurance license required
- Strong interpersonal, verbal, and written communication skills
- Organizational abilities and attention to detail
- Self-motivated, proactive, and able to problem-solve effectively
- Capacity to work collaboratively in a team environment and manage multiple priorities
- Commitment to professional development and maintaining relevant certifications
- People-oriented and committed to delivering excellent customer service
- Thrives in a fast-paced, team-oriented environment
- Detail-oriented with a focus on timely, accurate work
- Proactive learner, comfortable with computer functions and reporting
- Dedicated to personal growth and ongoing education in the insurance industry
- This position is with an independent contractor agent, not with the parent insurance company
- Selected candidates must complete all applicable licensing requirements and training programs
- Agency employees are not employed by the parent insurance company
- The agency values diversity and is committed to providing an inclusive work environment
If you are motivated to succeed as an Insurance Account Manager (P&C, Life & Health Licensed) and are ready to build your insurance career, we encourage you to apply now by clicking the job application button and joining a team dedicated to professional excellence and customer satisfaction.