Account Manager,Insurance - New Level Resources

Chivaroli Insurance Services
Commercial Lines Account Manager,  Full-time
Location: Westlake Village, CA (Hybrid)
$68-87K DOE
Hybrid (2-3 days in office) after onboarding/introduction
M-F 8:30-5:30
Full Benefits: Comprehensive health, dental, vision w/significan employer premium coverage, Flexible Spending Accts, Health Savings Accounts, Short term disability, Long term disability, Long Term Care, Basic Life,& Accidental Death & Dismemberment, Supplemental plans including accident insurance, critital illness, hospital  Indemnity coverage, 401K w/employee matching, Employee Assistant & Discount Program, Flex time off, 10 paid holidays, flexible work arrangements/hybrid.

About Us

Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm that specializes in the custom design and placement of property and casualty insurance and alternative risk funding solutions for healthcare organizations.

At Chivaroli & Associates, the primary objective in servicing our clients is to develop a keen understanding of their specific needs and restrictions. To achieve this, we work closely with our clients, developing strong relationships and gaining an intimate knowledge of their operations, structure and financial objectives. Only then are we be able to effectively consider all viable insurance and risk transfer products suitable to address the situations at hand.

With 100 percent of our resources dedicated to the healthcare industry, we have a deep understanding of the operations and challenges faced by all participants throughout the continuum of care from health systems to individual practitioners.

What You Will Need to Succeed:

•    High school diploma required; undergraduate degree preferred
• Possess and maintain a valid California Property and Casualty License.
• Understanding of insurance terminology and various lines of commercial insurance.
• Success in overall customer service.
• Five or more years of recent Commercial Lines California insurance industry, medical focus preferred but not required
• Intermediate to advanced-level proficiency with Microsoft 365 software including Excel, Word, Outlook, and PowerPoint.
• Experience using PC, printer, scanners, phones,
• Excellent customer service and listening skills and the ability to work effectively across all levels of the business organization (internal and external).
• Ability to understand and manage complex projects while working under tight schedules and deadlines.
• Have tact, diplomacy, discretion, and judgment with ability to build and maintain interpersonal relationships.
• Excellent leadership and conflict resolution skills.
• High moral business ethics.
• Superior written/oral communication and interpersonal skills
• Organizational and time management skills to prioritize daily workload
• Positive, courteous, supportive attitude and professional image with all employees, clients, and vendors.
• Ability to work independently and with a team 

What You Will Do

• Responsible for managing day to day servicing of assigned portion of commercial business
• Provide exceptional customer service
• Form relationships between our firm, insurance carrier representatives and clients
• Healthcare liability, medical experience highly preferred but not required
• Timely and accurate reporting of claims
• Monitor policy expiration dates and ensure team expiration list is updated.
• Tracking and management of each renewal. Guide and assist client in preparation of the renewal materials.
• Deliver renewal presentations and present opinions and recommendations to clients.
• Ask for referrals when talking with clients
• Exercise discretion and independent judgment on significant accounts 

• Frequently arrange and attend meetings with clients, insurance carrier representatives and other service providers often accompanied by a supervisor, but sole attendance is also required at times.
• Work closely with clients to ensure their protected through our innovative and comprehensive insurance products. Prepare client proposals, white binders, electronic policies, and policy summary pages.
• Review insurance binders for accuracy, prepare confirmations of coverage, invoices, and transmittal to the client. Review electronic copies of policies for accuracy, prepare coverage summaries and transmittal to the client.
• Complete account reporting forms.
• Generate renewal certificates of insurance.
• Manage the midterm policy changes of all accounts and issue certificates of insurance throughout the policy year as needed.
• Notify carriers of any potential losses if a change in carrier is processed, and secure premium financing options if requested.
• Track policy issuance and review for accuracy once received.
• Audit requests (request loss runs, prepare letter to auditor, provide a copy to insured).
• Maintain current and accurate policy schedules for each insured for the various coverage lines.
• Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s).
• Supervise delegated responsibilities to at least one subordinate (Technical Assistant, Account Administrator, or Assistant Account Manager).
• Ensure the quality, timeliness, accuracy, and appropriateness of work product provided by Assistant Account Managers, Account Administrators and Technical Assistants among the service team.
• Provide training, guidance, and mentorship to other members of the Chivaroli team.
• Monitor performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate.
• Maintain thorough knowledge regarding the insurance industry in general, the specifics coverage lines offered by the company, as well as the company’s business practices and procedures.
• Perform certain overlapping duties associated with the Assistant Account Manager position as needed.
• Perform other duties and projects as assigned by Management, President, or other Senior team members.

Work Environment:

• Professional office environment.
• Standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
• Hybrid working environment
• Employee must be available during the work hours of 8:30 a.m. to 5:30 p.m.; Some flexibility in hours may be approved

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The Company will provide reasonable accommodation as needed to enable individuals with disabilities to perform the essential functions. 
 

• While performing the duties of this position, the employee is regularly required to sit, talk, hear, observe, type, see, use hands to finger, handle, or feel; bend or stoop; reach with hands and arms.  Limited walking may be required.

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