• Looking for a career, not just a job, and want to be recognized as a true professional?
• Do you have a winning mindset, and want to standout and be rewarded for the value you bring?
• Do you want an organization that focuses on education, certifications, and continued advancement of its team members, providing unlimited growth potential?
• 

If it is yes to all of the above, then, we are a fit!

Conrey Insurance Brokers & Risk Managers of Orange, CA is a boutique high-growth, successful full-service Risk Management and Insurance Brokerage seeking a stellar, experienced, Experienced Commercial Lines Insurance Account Manager/Risk Advisor whose who is looking for a career with an organization that promotes education and advancement with high growth opportunities!

Salary Range: $85,000.00 - $115,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Excellent verbal and written communication skills

Math and problem-solving skills, with and ability to connect the dots and be forward looking.

Aptitude for learning new technology

Positive attitude, good listening skills and empathy

Highly organized and strong time management skills

Ability to multi-task in a fast-paced environment within tight deadlines

Works with integrity and a high-level of confidentiality

What it takes:

You're a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. You're organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.

When you join our team, we expect you to be able to work in a team environment to:

Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.

Respond to clients, insurance carriers, sales team, and supervisor's correspondences and requests in a timely, effective, and professional

manner. Research and present answers to client questions about their policies and coverage.

Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients. Analyze and compare current exposures to develop renewal or new business specs for marketing.

Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.

Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines.

Process and check policies, endorsements, endorsement requests, and audits for accuracy.

Manage, submit, and follow-up with claims throughout the claims process.

Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.

Conrey Insurance Brokers & Risk Managers delivers dynamic, tailored protection solutions, blending art and science to safeguard clients' futures. We're renowned for the "Conrey Difference," providing creative, comprehensive coverage and exceptional service. Join our professional team and help us empower businesses and individuals with expert risk management.