Associate Account Manager is responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.   

 

Salary Range: $26.00 - $29.00 per year

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Vision Insurance

Dental Insurance

Health Insurance

Life Insurance

Disability Insurance

Evenings Off

Retirement Plan

Career Growth Opportunities

401K

• 2+ years of employee benefit insurance experience 
• Associates Degree in Business Administration or equivalent experience 
• Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.) 
• Superior customer service skills   
• Excellent verbal and written communication  
• Bilingual skills are a plus 
• Experience with working with or volunteering for nonprofits is a plus 
• Possession of a valid California Life/Health and Life Only licenses
•  Possession of a valid CA Driver’s License by date of hire, satisfactory driving record and appropriate insurance 
• Located in California
• In order to be considered for the open position, please complete the assessment via the provided link below

https://platform.totalcsr.com/apply/a02Ro000009A41xIAC

• Provides prompt, courteous, knowledgeable service to customers 
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions. 
• Guides clients through the renewal process and submits timely requests to carriers.  
• Develop complete client information and applications for renewal business under direction of the Producer, Customer Service Manager and/or Account Executive.  
• Prepare and deliver quotes, proposals, endorsements, and other policy related documents to clients in a timely manner. 
• Maintain electronic files with proper records according to company procedures.  Document customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. 
• Process client applications, documents, and paperwork. 
• Identify rounding opportunities 
• The individual holding this position must be able to handle multiple tasks and prioritize effectively. 
• The ability to complete tasks with accuracy, efficiency and speed is important. 
• Occasional travel throughout California may be required. 

Nonprofit Owned. Nonprofit Serving. Founded in 1984 as a subsidiary of the California Association of Nonprofits (CalNonprofits), CalNonprofits Insurance Services was established during a time of diminishing insurance options for nonprofits. At CalNonprofits Insurance Services we insure more than 1,800 nonprofit organizations throughout California and we are the only California brokerage specializing in insurance for nonprofits. Our clients range from newly established nonprofits all the way to venerable organizations with multiple locations statewide.