Experienced Commercial Lines Insurance Account Manager / Risk Advisor

New Yesterday

Are you looking for a career, not just a job? Do you want to be recognized, rewarded, and respected for the true professional you are? Do you thrive in a high-performance environment where your expertise drives real impact, and your growth has no ceiling?
If your answer is YES, keep reading.
About Us: At Conrey Insurance Brokers & Risk Managers, were not your typical insurance agency. Located in the heart of Orange, CA, we are a boutique, full-service risk management and insurance brokerage with a powerful track record of success, and we're growing fast!
We believe in delivering real value to our clients, and that starts with investing deeply in the people who serve them. Our culture is built on professional development, continuous learning, and a relentless pursuit of excellence.
Why You'll Love It Here:
Career-Focused Culture -This is a place where your talent is nurtured, your contributions are valued, and your career growth is prioritized.
Ongoing Education & Certifications We invest in YOU. From CE to advanced designations, we provide the resources and support to keep you at the top of your game.
Uncapped Growth Potential As we grow, you grow. We're building leaders, not just employees.
Performance-Based Rewards Your success doesn't go unnoticed we reward achievement, initiative, and results.
Supportive, Professional Team You will be part of a team that's as driven, sharp, and committed as you are.
What We're Looking For: An experienced Commercial Lines Account Manager/Risk Advisor who is:
Confident, articulate, and capable of managing complex commercial accounts.
Passionate about client service, risk management, and delivering exceptional outcomes.
A strategic thinker who can anticipate client needs and build lasting relationships.
Looking for a long-term home where professionalism, performance, and growth are the norm.
Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan
Responsibilities When you join our team, you will work in a collaborative work environment to:
Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers. Respond to clients, insurance carriers, sales team, and supervisor's correspondences and requests in a timely, effective, and professional manner. Research and present answers to client questions about their policies and coverage. Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients. Analyze and compare current exposures to develop renewal or new business specs for marketing. Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate. Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines. Process and check policies, endorsements, endorsement requests, and audits for accuracy. Manage, submit, and follow-up with claims throughout the claims process. Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy. Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, certification programs, etc.
Requirement
Excellent verbal and written communication skills Math and problem-solving skills, with and ability to connect the dots and be forward looking. Aptitude for learning new technology Positive attitude, good listening skills and empathy Highly organized and strong time management skills Ability to multi-task in a fast-paced environment within tight deadlines Works with integrity and a high-level of confidentiality LOVES TO WORK HARD AND HAVE FUN DOING IT!
Location:
Orange
Job Type:
FullTime

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