Department/Agency: Hoffman Brown Company

Location: Sherman Oaks, CA

About Us:

For more than half a century, HBC’s mission has always been securing the highest quality insurance policies, providing best-in-class personalized service, specialized products, and exclusive proprietary solutions.

Job Summary:

Responsible for professionally controlling the day to day affairs of our accounts. The Account Manager is broadly responsible for internal management of our insurance customers including analyzing policies, planning work flow, and controlling marketing. The Account Manager must perform the essential functions outlined below autonomously, communicating effectively with the customers and Account Executives, getting them involved in the process when appropriate.

High-level Account Management for High Net Worth clients. Must have experience with Applied EPIC. Must know the markets of AIG, Chubb, PURE, Cincinnati, Travelers, etc. Excellent customer service skills, and self starter. Will work closely with Account Executive and Department Manager, on servicing new and renewal business.

New Business and Renewal Process Responsibilities:

• Obtain information on each risk and evaluate which markets to approach. Account Manager has primary responsibility of controlling and directing the marketing process.

• Must analyze options to be explored in terms of coverage, limits, deductibles, pricing, etc.

• Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors and omission claims.

Tasks:

• Run necessary reports, i.e. MVR’s, Risk Meter, Replacement Cost Estimator, etc.

• Decide on markets to approach and prepare submissions to carriers

• Evaluate quotes received and prepare proposals to present to clients

• Send bind request to carrier and prepare binders, evidence of insurance and I.D. cards for the insured

• Reviews and analyzes all new and renewal policies prior to invoicing (if applicable) and forwarding to insured.

• Coordinate inspections with insured and inspection company hired by the carrier

• Evaluates completed appraisals/inspections and forward to the insured listing the inspectors findings, recommendations and requirements.

Other Responsibilities:

• Responsible for day to day management of book of accounts.

Tasks:

• Analyze existing accounts and decide if additional lines of insurance should be solicited and do so by mail and/or phone

• Receive and review all terminations and cancellations and decide on action to be taken

• Handle premium collection through form letters and request cancellation of policies when necessary

• Process all invoices

• Control follow ups for receipt of all endorsements and audits and process them in a timely manner

• Document client files and system database in accordance with established policies and procedures. This includes updating of accounts, maintaining action items, binders and expirations.

• Communicate with client to ensure that all risk management needs are being met and that company recommendations are complied with.

• Prepare schedules of insurance for client reviews and include recommendations.

Additional Functions:

• Communicate with co-workers in a courteous and professional manner in order to provide continuity, uniform procedures and agency-wide communication and high morale.

• Participate in monitoring adherence to professional standards and procedures.

• Achieve and maintain a high level of customer service with clients, vendors and companies.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements:

• Broad personal insurance knowledge with at least five year’s industry experience and/or demonstrated ability to successfully handle larger and more complex accounts

• Excellent business writing skills

• Excellent communication and organization skills

• Property/Casualty Broker/Agent license

• Computer skills necessary to perform the essential functions of the job (i.e. spreadsheets, database, word processing and insurance software)

Education/Experience:

• College degree preferred, high school diploma required

• Other applicable insurance designations (i.e. CPCU, CIC, CISR, etc.) preferred

• Ability to act as a role model and educate those who are striving to enhance their current position.

Relationships:

Direct reporting relationship will be with Lupita Garcia-Fernandez for administrative, personnel, standards and procedural issues. Indirect reporting relationship will be with the Account Executives regarding these issues with direct reporting to them regarding client activity. The Account Manager will provide input to the activities of any Assistant Account Manager in conjunction with the client activities for which they are responsible.