Account Manager Trainee

$41,600 - $41,600/Yr

Roger Stone Insurance Agency - Newport Beach, CA

Full-time - Entry Level

Newport Beach, CA

About the position

The Account Manager Trainee position is designed for motivated individuals looking to start a career in the insurance industry. This role involves supporting Commercial Account Managers in managing a portfolio of commercial clients, providing exceptional service, and developing valuable skills in client relationship management and insurance needs assessment.

Responsibilities

• Assist in managing a portfolio of commercial clients, providing exceptional service and support.
• Help develop and maintain strong relationships with clients and decision-makers.
• Learn to identify and assess clients' insurance needs, providing appropriate coverage options.
• Support the analysis of insurance policies and recommend changes as needed.
• Collaborate with underwriters, claims adjusters, and other professionals to ensure timely and accurate service delivery.
• Provide guidance and support to clients throughout the claims process.
• Monitor industry trends and share insights with clients.

Requirements

• Strong communication and interpersonal skills.
• Ability to analyze and interpret data.
• Excellent organizational and time management skills.
• A desire to pursue a career in commercial insurance.

Benefits

• 401(k) with matching
• Health Insurance
• Costco Membership