As one of Southern California’s largest and most professional agencies, SullivanCurtisMonroe provides its employees with a comprehensive employee package, including: training for jobs at every level, opportunities to grow, competitive pay as well as a generous benefits package. Benefits include; 401 (k), Medical, Dental, Vision, Life, Long Term Disability, Long Term Care, Paid Sick Leave and Paid Vacation, as well as: limited educational reimbursement, a child care/dependent care voucher plan, and once qualified; a deferred medical reimbursement plan.SCM was named One of Orange county’s Best Companies to Work For by OC Metro!ACCOUNT MANAGERDepartment: Commercial Position Type: Direct, Full-timeReports to: Vice President / Commercial ServicesCompensation: Negotiable based on experienceSummaryAccount Managers support the Account Executive in maintaining existing clients by providing technical support and services on assigned accounts in accordance with agency proceduresStandards of PerformanceAccount Managers will exhibit high professional standards of behavior· Actively support and incorporate company mission and core values into daily activities· Maintain a positive and respectful attitude with colleagues· Work as a team member to achieve departmental and overall company goals· Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity· Maintain confidentiality of all information related to clients, customers, employees, carriers, or other information, as appropriate· Demonstrate leadership skills and continually lead by example· Consistently reports to work on time prepared to perform duties of the positionEssential Duties & ResponsibilitiesRespond to the day-to-day servicing needs of clients in accordance with standard procedures, including but not limited to the following task:· Maintain accurate and current detail information in the Sagitta System· Maintain electronic files in accordance with agency procedures· Review and distribute mail tasks on a daily basis· Review all non-standard certificate orders· Advise Account Executive, Producer and/or management of potential problems on accounts· Prepare Statements of Values and Summaries of Insurance as well as premium allocations, renewal worksheets, renewal submissions and proposals· Market renewal accounts; negotiate terms and conditions with carriers· Order, confirm and invoice new and renewal coverage upon receipt of Placement Sheet from Account Executive· Oversee policy review for accuracy; instruct Account Assistant as needed· Order endorsement changes requested by insured· Maintain Expiration Log with current information· All other duties as assignedQualifications/Requirements· High school diploma required· Bachelor’s degree preferred· Have at least 3 years of related insurance agency experience• Hold Current and Valid Property and Casualty Insurance License• Proficient in Word, Excel, PowerPoint• Performs functions on agency management systems proficiently• Works as a team member to achieve department goals and overall company goals• Demonstrates positive customer service skills internally and externally• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriateContinuing EducationMust complete all required continuing education hours for the state in which licenses are held; in areas related to your job function (or future position desired). Courses helpful to professional development, whether giving continuing education credits or not are encouragedPhysical Demands & Work Environment· Work is performed in a professional office environment· This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines· Must have the ability to push, pull, lift and or carry up to 25 pounds· Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions· Occasional travel to clients sites may be required within driving distances**SullivanCurtisMonroe will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.**Job Type: Full-timeBenefits:• 401(k)• 401(k) matching• Dental insurance• Employee assistance program• Flexible spending account• Health insurance• Health savings account• Life insurance• Paid time off• Professional development assistance• Referral program• Retirement plan• Vision insuranceSchedule:• 8 hour shiftCOVID-19 considerations:All employees are set up with VDI capabilities and are currently working remote.Education:• Bachelor’s (Preferred)Experience:• Insurance: 3 years (Preferred)Work Location:• One locationThis Job Is Ideal for Someone Who Is:• Dependable — more reliable than spontaneous• People-oriented — enjoys interacting with people and working on group projects• Adaptable/flexible — enjoys doing work that requires frequent shifts in direction• Detail-oriented — would rather focus on the details of work than the bigger picture• Achievement-oriented — enjoys taking on challenges, even if they might fail• Autonomous/Independent — enjoys working with little direction• High stress tolerance — thrives in a high-pressure environmentThis Job Is:• A job for which all ages, including older job seekers, are encouraged to applyCompany’s website:• SullivancurtisMonroe.comBenefit Conditions:• Only full-time employees eligibleWork Remotely:• Temporarily due to COVID-19COVID-19 Precaution(s):• Remote interview process• Personal protective equipment provided or required• Temperature screenings• Social distancing guidelines in place• Virtual meetings• Sanitizing, disinfecting, or cleaning procedures in place