The Account Manager will service small to large transport fleets by preparing applications and coordinating with markets for quotations. They are also responsible for building client relationships and processing renewals, certificates, and policy endorsements.
The Claims Examiner will manage indemnity claims, ensure compliance with California Labor Code, and oversee internal and external audits. They are also responsible for creating training presentations and providing actionable recommendations based on claims data.
The account manager will service small to mid-size commercial accounts by managing client relationships and processing essential policy documentation. They will also support producers by collecting renewal data and advising clients on appropriate insurance coverage options.
The Customer Intake Specialist will manage high-volume phone calls and interact with business owners to gather necessary information for insurance coverage. They are responsible for maintaining a professional agency image while accurately entering client data into the system.
