Palo Alto, CA, USA
33 days ago
Account Manager (Commercial Insurance/Financial Lines)

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

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