Account Manager Jobs in Aliso Viejo, CA
An Account Manager in the insurance industry is responsible for managing relationships with specific clients, understanding their needs, and ensuring that the company's services meet those needs. They work closely with insurance agents and underwriters to develop insurance plans that suit their clients. Their duties may include creating and presenting proposals, managing claims, and monitoring the financial performance of accounts. Account Managers need to have in-depth knowledge of the insurance industry, policies, and regulations, along with excellent communication and negotiation skills.
A Bachelor's degree in business or a related field is often required for this role, and some employers may prefer those with a Master's degree. Certifications like the Chartered Property Casualty Underwriter (CPCU), Certified Insurance Service Representative (CISR), or Certified Insurance Counselor (CIC) can improve job prospects. Prior to becoming an Account Manager, one might work as an Insurance Sales Agent, Insurance Account Representative, or an Underwriter. These roles provide the necessary experience in managing insurance accounts, understanding client needs, and developing insurance plans.
Commercial Insurance Account Manager (Hybrid/Remote)
- Petra Risk Solutions
- Orange, CA (16 miles from Aliso Viejo, CA)
- 15 hours ago
- Petra Risk Solutions
- Orange, CA (16 miles from Aliso Viejo, CA)
- 15 hours ago
As a Commercial Insurance Account Manager, you will be responsible for providing exceptional customer service. You should have experience in commercial lines of property and casualty insurance....
Remote WorkEmployee Benefits Client Executive - Insurance Advisory Solutions
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 4 days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 4 days ago
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management...
Commercial Account Manager - Public Entity
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 5 days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 5 days ago
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local...
Hawaii Licensed Commercial Insurance Account Manager
- Costa Mesa, CA (12 miles from Aliso Viejo, CA)
- 12 days ago
- Costa Mesa, CA (12 miles from Aliso Viejo, CA)
- 12 days ago
Education and/or Experience: Minimum of a High School Diploma Valid Hawaii Property/Casualty license Three+ years of experience in commercial lines Insurance designation (preferred but not required)...
Client Manager, Employee Benefits - Insurance Advisory Solutions
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 28 days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 28 days ago
Job Description Summary The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our...
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 30+ days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 30+ days ago
Account Management During implementation, collaborates with the implementation team to understand the sold case parameters up front, so they may be engaged as necessary throughout implementation....
Client Manager, Commercial Risk - Insurance Advisory Solutions
- Tustin, CA (11 miles from Aliso Viejo, CA)
- 30+ days ago
- Tustin, CA (11 miles from Aliso Viejo, CA)
- 30+ days ago
Manager role....
Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may...
Commercial Account Manager II HYBRID Santa Ana
- Santa Ana, CA (13 miles from Aliso Viejo, CA)
- 60+ days ago
- Santa Ana, CA (13 miles from Aliso Viejo, CA)
- 60+ days ago
In addition to managing their own clients, may also continue to support the Account Management Team as assigned....
Client Manager; U500 - Irvine, CA(Hybrid)
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 90+ days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 90+ days ago
Develops and implements strategies and policies relating to account management. May provide guidance or expertise to less experienced account managers....
- Orange, CA (15 miles from Aliso Viejo, CA)
- 90+ days ago
- Orange, CA (15 miles from Aliso Viejo, CA)
- 90+ days ago
Job Description Commercial Lines Account Manager Pay Details: Annual Salary: $55,000 - $75,000 Acrisure is committed to employing a diverse workforce....
Company: Description: Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance MMA growth initiatives....
Commercial Insurance Account Manager
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 90+ days ago
- Irvine, CA (10 miles from Aliso Viejo, CA)
- 90+ days ago
Job Summary: The Commercial Lines Account manager is responsible for aiding clients with service needs and making changes to existing accounts....
Demographic Data for Aliso Viejo, CA
Moving to Aliso Viejo, CA? Find some basic demographic data about Aliso Viejo, CA below.
Account Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Account Manager Jobs in Aliso Viejo, CA
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in Aliso Viejo, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Manager position
- Enterprise Sales
- Solution Sales
- Brokerage
- Strategic Account Management
- Relationship Management
- Personal Lines
- Property and Casualty Insurance
- Professional Liability
- Coverage Analysis
- Insurance Underwriting
- Commercial Insurance
- Insurance Sales
- Claims Processing
- Agency Management
- Cross Selling
- Employee Benefits
- Underwriting
- Claims
- Mortgage Processing
- Financial Services
- Prospecting
- Customer Retention
- Client Services
- Resolution
- Proposals
- Reimbursement
- Customer Satisfaction
- Risk Management
- Referrals
- Networking
- Relationship Management
- Billing
- Account Management
- Customer Relations
- High School Diploma
- Microsoft Outlook
- Written Communication
- Driving
- Negotiation
- Consulting
- Presentation
- Collaboration
- Employee Development
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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