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WALTON & ASSOCIATES INSURANCE SERVICES
Atlantic-Pacific Brokers, Inc.

(408) 265-2800

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JOB OPPORTUNITIES ACCOUNT MANAGER

INSURANCE BROKERAGE PERSONAL AND COMMERCIAL LINES ACCOUNT MANAGER

PART TIME OR FULL TIME

Walton and Associates Insurance Services is offering an opportunity to the insurance professional that has a strong commitment to providing top notch customer service to clients, prospects, companies and team. We are a positive team of twelve eager to find a like minded individual wanting to learn and grow in a fast paced, friendly, supportive environment. We offer, on the job training, a competitive salary and benefits package. We support upward and lateral progression within the agency.

Responsibilities may include but are not limited to:

  • Provide customer service support to individual and commercial clients
  • Assist and support team and clients
  • Account management in areas of marketing, renewals, cancellations, invoicing and document preparation
  • Create sale package proposals and assist with special projects
  • Efficient, friendly, timely work flow
  • Prompt, accurate, clear communication as needed via phone, email, or verbally
  • Proactive phone and data entry documentation

Qualifications and character attributes we are looking for:

  • Three (3) or more years of more recent personal lines and or commercial lines experience. P&C License and brokerage experience is a plus.
  • Enjoys people, helping others and working in a team environment
  • Positive minded and flexible
  • Strong work ethic, punctual, professional drive, enthusiastic, enjoys learning and working in a fast paced environment
  • Ability to build upon previously learned skills, enjoys learning new skills and processes
  • Likes to make a contribution and takes pride in their work
  • Goal and success oriented, accountable, ethical
  • Can-do attitude, teachable and trainable
  • Additional attributes to consider: Computer savvy, working knowledge of Microsoft Office, experience with a variety of company sites and systems, TAM (Applied Management System, Fax@dvantage, Paper Port, Choice Point, Accord Forms.
  • Knowledge and experience with certificate requests, Evidence of Insurance are a plus

We are an equal opportunity employer & always receptive to your inquires.
Please click here to send your resume to iobs@waltoninsurance.com

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