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Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.
• PERSONAL TOUCH
• RESOLUTION
• ACCOUNTABILITY
• INTELLECTUAL CAPITAL
• DELIVERING VALUE
Position Purpose & Focus
The Property & Casualty Account Manager will take ownership of approximately 70 local and national accounts. You will work with a group of assigned clients, manage the day-to-day, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long-term client relationships.
Essential Duties and Responsibilities
- Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
- Manage ongoing client service relationship with approximately 70 group accounts
- Maintain open and clear communication channels with clients, insurance carriers, and internal partners
- Develop connections beyond the producer’s relationship with the key decision makers in book of business
- Identify problems, summarize, and develop strategic solutions
- Communicate due dates, timelines, and expectations to clients and partners
- Prepare ACORD Forms and specific marketing applications through communication with producer and prospect/client
- Collect loss history from carriers and prospect/client
- Submit ACORD Form data, specific marketing applications, and loss history information to insurance carriers and wholesalers via email or carrier website/portal
- Phone and email follow-up with prospects and clients to secure additional underwriting data or misc. info
- Phone and email follow-up with carriers and wholesalers to secure quotations and misc. data by set deadline
- Prepare proposals for new business and client renewals
- Review proposals with prospects and clients by phone or in-person based on client needs
- Monthly or quarterly phone and in-person communication with key referral contacts
- Make sure the client is aware of all resources Bryson offers
Qualifications:
- High level of technical insurance knowledge
- A California State Property & Casualty License
- Two years of insurance agency customer service experience
- Bachelor’s degree, preferred
- Sound professional and personal judgment
- Polished interpersonal skills
- Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion
Competencies:
- Possess a strong teamwork orientation
- Demonstrate strong prioritization and multitasking skills
- Organized with excellent verbal and communication skills
- Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
- Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC
Success Factors
- Proficient in Microsoft Office and EPIC applications
- Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
- Ethical business standards and transparency
- Promote open communication and high morale
- Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, delivering value, and resolution.
Company Culture & Values:
- Collaborative working environment
- Learning and development embedded into everyday workload
- Follows Bryson’s 5 pillars of service in delivering exceptional customer satisfaction: Personal Touch, Accountability, Resolution & Intellectual Capital
- High level of customer service
- Boutique and family-centric working environment
Company Perks:
- Generous medical plan with 90% employer contributions
- Dental and vision plans
- Disability Insurance
- 401K options
- Generous PTO accruals
- Eight paid holidays + a floating holiday of employees’ choice
- Quarterly company events: Potlucks, Happy Hours
- Participate in community outreach events
- Career Growth Opportunities
- Non-Producer Bonus Revenue Program
- Employee Referral Program
- Monthly Wellness Contribution
- Gorgeous Long Beach office with rooftop terrace
Please email your resume and cover letter to olivia@brysonfinancial.com to be considered for this position
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