Account Manager - Insurance Sales & Customer Service American Tri-Star Insurance Services Inc. Huntington Beach, CA Job Details Full-time $22 - $25 an hour 1 hour ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance Opportunities for advancement Qualifications Customer communication Teamwork Account development Property & Casualty License Property casualty insurance Insurance sales Account management Time management Full Job Description American Tri-Star Insurance is looking for an experienced and motivated Account Manager to join our team and work closely with our Renewals Department. This is a full-time, in-office sales and customer service position with a strong focus on client retention, renewals, relationship building, and cross-selling insurance products. The ideal candidate is someone who enjoys working with clients, has strong insurance knowledge, is comfortable identifying sales opportunities, and can provide excellent customer service while helping clients find additional coverage that meets their needs.

Position Details Job Title:

Account Manager -

Insurance Sales & Customer Service Department:

Renewals Employment Type:

Full-Time Work Location:

In Office Pay:

$22.00 - $25.00 per hour, depending on experience and qualifications About the Role As an Account Manager, you will manage and service existing insurance accounts while working closely with our Renewals Department. A major part of this position is identifying opportunities to cross-sell and educate clients about additional insurance products and coverage options. You will be responsible for maintaining strong client relationships, assisting with renewals, addressing customer needs, and proactively identifying opportunities to increase account retention and generate additional business. This position is ideal for someone who enjoys both customer service and sales and is motivated by the opportunity to grow existing client relationships. Key Responsibilities Manage and service a book of existing insurance accounts. Handle and assist with the renewal process from start to finish. Build strong, long-term relationships with existing clients. Contact clients regarding upcoming renewals, policy changes, and coverage needs. Identify cross-selling and upselling opportunities within existing accounts. Educate clients about additional insurance products and coverage options. Ask the right questions to identify gaps in coverage and potential additional insurance needs. Generate new business opportunities from existing clients through cross-selling. Follow up with clients on quotes, proposals, renewals, and outstanding items. Review existing policies and identify opportunities for additional coverage. Obtain and review quotes from insurance carriers. Communicate with carriers and underwriters regarding client accounts and renewals. Process endorsements, policy changes, certificates, and other servicing requests. Qualifications & Requirements Active Property & Casualty Insurance License - Required Previous experience in insurance customer service Strong knowledge of personal lines insurance Excellent verbal and written communication skills Strong organizational and time-management abilities Excellent attention to detail Professional and client-focused approach Ability to work independently while also contributing to a team Comfortable working in a fast-paced, high-volume environment Work Environment Full-time, in-person position - We do not currently have any remote positions. Modern and professional office environment Collaborative and supportive team culture Monday-Friday work schedule Benefits & Compensation We offer a professional work environment along with: Health Insurance Dental Insurance Vision Insurance Disability Insurance Bonus Opportunities Monday-Friday schedule Opportunities for professional growth and advancement

Pay:

$22.00 - $25.00 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person