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
30+ 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