Commercial Lines Account Manager

David E. Quan Insurance Agency

Oakland, CA

JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Establish Priorities, Insurance, Insurance Sales, Interpersonal Skills, Multitasking, Organizational Skills, Problem Solving Skills, Sales Management, Team Player, Training/Teaching, Vision Plan
LOCATION
Oakland, CA
POSTED
8 days ago

About David E. Quan Insurance Agency

David E. Quan Insurance Agency is a well-established independent insurance agency serving individuals, families, and businesses since 1984. We pride ourselves on providing personalized service, expert guidance, and comprehensive insurance solutions tailored to our clients' unique needs. Our dedicated team of professionals is committed to delivering superior customer service and building long-lasting relationships with our clients.

As a Commercial Lines Account Manager at David E. Quan Insurance Agency, you will have the opportunity to work in a dynamic and supportive environment where your contributions are valued and recognized.

Benefits

  • Competitive salary
  • Health, dental, and vision insurance
  • 401(k) retirement plan
  • Paid time off and holidays
  • Ongoing professional development and training

Daily Tasks

  • Manage a book of commercial insurance accounts
  • Provide exceptional customer service to clients and maintain strong relationships
  • Process policy changes, endorsements, and renewals
  • Review policies for accuracy and coverage adequacy
  • Assist clients with claims reporting and follow-up

Requirements

  • 3+ years of experience as a Commercial Lines Account Manager
  • Strong knowledge of commercial insurance products and markets
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational abilities
  • Proficient in agency management systems

Additional Skills

  • CPCU, CIC, or other insurance designations a plus
  • Ability to work effectively in a team environment
  • Adaptability and willingness to learn new skills
  • Problem-solving and decision-making skills
  • Ability to prioritize and manage multiple tasks efficiently

About the Company

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David E. Quan Insurance Agency