If you are a highly motivated, enthusiastic, well organized Customer Service guru with a great personality and a do-it-now attitude, we are looking for you!
We are looking for an outstanding Account Manager that has the heart of a teacher, never gets tired of explaining coverage, wants to get to know our customers personally and has initiative. Our team members are rewarded for their innovation and creativity. The ideal candidate will have a passion for helping and educating people, growing both personally and professionally.
Our family-owned agency was founded in 1960. We know our customers by name and understand their situation in order to provide the best protection at affordable prices. Even though the agency has been around for decades, we take a new approach to doing business. We might be wearing jeans, but don't let that fool you, we work our tails off. If you want to join a team that gets it done then you better know how to make things happen.
Here are a few requirements of the position:
*We are located in Lake Forest, CA. You must be able to get to work reliably.
*Work hours are 8:00am to 5:00pm Monday through Friday. Lunch is 60 minutes and all team members are on flexible lunch breaks.
*You must get to work on time, period. You know yourself, so be honest right now. If you can't get to work on time, please don't bother applying.
*A valid CA Insurance license is not required but we will get you licensed within the first 90 days.
*You must be able to successfully complete a background check.
*You must have excellent computer skills and be open to increased automation of all tasks. We file and fax electronically. We strive to eliminate paper wherever practical. While you do not need prior experience with electronic filing, you won't be happy here if you are addicted to paper or afraid of computers or automation.
*A high level of proficiency in MS Word, MS Excel, and MS Power Point is required.
*You must be able to change job tasks on a dime.
*You must be able to spell, do basic math functions, and have solid written communication skills
*You must have a positive, upbeat attitude and be honest and ethical too.
*You must be committed to work when at work. We do have a friendly, fun environment but it is work which is why we pay you. If it was all fun, we'd have to call it an amusement park and charge you to be here.
*Similarly, excessive contact with non-business persons during the work day isn't tolerated. Everyone has a life. Some personal business must be conducted during work hours. Car's in the shop, kids checking in after school. Understood. However, such contacts must be kept to necessary contact only -- that includes emails too.
*You must be committed to learning. Change is constant and fast in our office. Streamlining and automating systems and procedures, new tools and software, and the ever-changing insurance world. If this scares you, you probably won't be happy here.
*You must be able to work independently and be organized.
*You must be willing to follow procedures. Some things need to be done a certain way. Other things may require creativity and personal choice. When there are procedures, you must be able to follow them.
*You must be willing to work as part of a team.
*Above all, you must have initiative!
If you're still reading at this point, here's some information about the job itself. You do not need experience in all the areas, but the more the better of course. Responsibilities include:
*Account Management including data entry, electronic filing, taking payments and correspondence.
*Selling personal lines insurance products
*Light bookkeeping in support of policy transactions. *Preparing various insurance documents. *Additional interface with customers including outbound phone calls to customers to gather data, conducting policy review and updating policies.
*Working closely with company underwriters to provide required documents and information.
*Every day is different. Always a busy and changing environment. Marketing every single day is a must. *Any other service tasks as requested. In other words, whatever we need done related to the business.
If this sounds like the kind of place you would thrive in, please send an email with your resume to maria@blackwellins.com and use the subject line “I’m Interested!”
