• San Ramon, CA, 94583, US
  • $60,000–$75,000 Per Year
  • Instant Apply
2 days ago

Job Description

Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Account/ Office Manager will be responsible to provide leadership for exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

P&C Licensed and 3+ years of Insurance industry knowledge and experience is required.

Salary Range: $60000.00 - $75000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Medical and Dental

Competitive Pay

Bonus Opportunities

Weekends Off

401K Plan

Team Building Activities including company events

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

  • Communicating with clients by phone, through email and face-to-face to ensure their needs are understood and addressed
  • Building strong client relationships to maintain old business and acquire new customers
  • Collaborating with other areas of the Agency to ensure they fulfill all customer requests
  • Resolving complaints and keeping track of all processes that pertain to the clients needs
  • Ensure clients requests changes etc are met in a timely manner and with a focus on improving the customer experience
  • Helping the Agency achieve the goals set by the company to maxmise profitable growth
  • Help agency fulfill sales goals
  • Manage existing staff and help train an onboard new hires
  • maintaining compliance, and ensuring the office environment is conducive to productivity and client satisfaction.

Requirements
  • Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence
  • High degree of critical thinking; ability to problem solve when the answer is not readily apparent
  • Demonstrated attention to detail
  • Ability to adapt well to change in direction and priority in a fast-paced environment
  • Ability to demonstrate advanced level proficiency with a variety of technology to help agency improve and streamline processes
  • Able to function independently and as part of a team
  • Complies with continuing education requirements for agent licensing as well as professional designations if needed.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current
  • Having some experience managing and agency is a plus

Numbers & Facts

LocationSan Ramon, CA, 94583, US
Salary$60,000–$75,000 Per Year

Skills

  • Change Requests/Ordersunmatched
  • Communication Skillsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Satisfactionunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Maintain Complianceunmatched
  • Office Managementunmatched
  • People Managementunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Resolve Customer Issuesunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Team Buildingunmatched
  • Time Managementunmatched
  • Vision Planunmatched
  • Writing Skillsunmatched

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