Job Title: Account Manager (Commercial Insurance/Financial Lines)

Job Title: Account Manager (Commercial Insurance/Financial Lines)

Job Num: 27389

Job Category: Sales/BD

Job Location:

City : Palo Alto

State : CA

Country : United States

Postal Code :

Overview:

Responsibilities:

Account Manager (Commercial Insurance/Financial Lines)

Responsibilities:

- Provide professional insurance agency/brokerage services to an assigned portfolio of corporate accounts

- Handle general insurance matters including new business, renewals & claims

- Capability to get appointed with wholesalers/insurers on behalf of company is preferred

- Handle customer inquiries, policy administration and insurance program

- Provide technical guidance to other members of the team

- Client visit with manager

- Other duties as assigned by management

-planning and organizing marketing campaign/promotional events

Qualifications:

Job Requirements:

- Bachelor degree or above

- An Active California Property and Casualty License

- A minimum of 2 years' experience working in commercial insurance/financial lines with an independent agency is required for this position

- Good command of spoken and written in English and Mandarin

- Able to work under pressure with good time management skills