We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
- Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
- Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
- NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
- Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
- Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
- MVP Account Managers (Insurance Journal)
- Top P&C Agent of the Year (Insurance Journal) 2022
- 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
- UBA Advisor Awards (2022 – 2023)
- Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
- Leaders of Influence – Insurance by Orange County Business Journal (2023)
How You will be Compensated:
- $29-$38/hour Depending on Experience
- Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
- Free Employee Assistance Program
- Paid Holidays, Paid Sick Time, and Flexible Vacation Time
- Paid Parental Benefits
- Disability and Life Insurance
- 401(k) with 50% match
- Flexible Spending Plan (FSA) and Health Savings Account (HSA
What you will Do:
- This role will work hybrid or fully remote, depending on employee's proximity to our office.
- Manage a book of small residential care facility accounts with a variety of coverages: GL, Professional Liability, Auto, and Workers Comp.
- Analyze coverages associated with client insurance policies to ensure needs are met. Educate clients on their coverages and risks.
- Maintain client files with excellent documentation and organization of data.
- Delegate tasks to assigned assistants & support team, while also managing a steady stream of your own day to day tasks.
Who You Are:
- You appreciate supporting the small business owner who is focused on caregiving.
- You balance warmth with efficiency in your professional communications.
- You enjoy being task-oriented and derive satisfaction from the steady stream of renewal steps
- You are solution oriented, using your strong understanding of coverages to move things along.
- You enjoy collaborating with team members and troubleshooting with SME's.
Qualifications
- Current Property and Casualty license
- 2 years Commercial Insurance Account Manager experience
- Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
- Understanding of Independent Agency system and familiarity with Commercial Lines operations
- Proficiency in Tagalog is a plus
