Junior Commercial Lines Account Manager - Panorama Insurance Associates

Primary Job Location: Roseville, CA, possibility of hybrid remote

Job Purpose & Position Overview:

A Junior Commercial Lines Account Manager will be the first point of contact and key to client satisfaction.  The Junior Account Manager will conduct superior customer service & communication while maintaining a partnership with the agent to support business and uphold Panorama’s core values.

Responsibilities:

• Gather information through research and fact analysis including coordinating services and accurate preparation of necessary documents
• Advise clients regarding policy coverage, changes, exclusions, and insurance needs
• Utilize strong interpersonal & communication skills to maintain and enhance relationships with existing clients, agents, company representatives & co-workers
• Prepare and submit applications to carriers, develop summaries, proposals, and provide technical support in coordination with agents
• Efficiently review existing client accounts for the renewal process including client contact, remarketing, and proposals while consistently considering cross-selling opportunities
• Follow all applicable binding procedures including accurate coverage, conditions, and limitations
• Provide answers regarding coverage, deductible payment plans, and provide premium quotes & financing contracts
• Issue insurance certificates, Evidence of Property binders, binders, and auto ID cards while preserving confidentiality
• Efficiently enter and maintain accounts/policies in Agency Management System/EPIC while servicing and keeping current on suspense
• Maintain licensing requirements & training, keep up to date on industry information, underwriting guidelines, new product information, coverage, and technology
• Represent the company in a positive, ethical, and professional manner over the phone, in writing, and in person at all times
• Multi-task in an ever-changing environment, while balancing collaboration with autonomy and excelling at teamwork
• Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice

Qualifications:

• 3+ years Insurance Account Management experience
• High school diploma (or equivalent) required
• Computer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)
• Property & Casualty Insurance License

Certificates, Licenses, Registrations:

• Applicable state-required Property & Casualty License
• CISR preferred
• High school diploma or equivalent required, Bachelor’s degree is preferred but not required

Physical Requirements:

☒Normal Office                                                                      ☐ Heavy work (lift 30-50 lbs.)

☒Light work (lift 10 lbs.)                                                        ☐ Very heavy work (lift over 50 lbs.)

☐Medium work (lift 11-30 lbs.)                                

☐Other physical requirements (note):

Mental Requirements: 

☒Reading, Writing, Calculating

☒Social Interaction Skills

☒Reasoning/Analysis

☒Works with Minimal Supervision  

☐Other Mental Requirements (note):

To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.

Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Pamela Wilson, pwilson@panorama360.com)