Account Manager Property and Casualty

• Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs
• Identify centers of influence that can assist with developing leads or with making inroads to potential clients
• Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs
• Meet sales goals and retain relationships with key stakeholders after prospects become clients with an eye toward cross-sell and round-out opportunities
• Understand principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques
• Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations

• Bachelor’s degree or equivalent combination of education and experience
• 5+ years working in Commercial lines
• CA Property & Casualty Insurance License
• Knowledge of principles and methods for presenting, promoting, and selling products or services
• Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs
• Proficient in MS Office Suite
• Requires travel to networking, prospect, and client locations

A background within the Senior Care/ Senior Living or Commercial Real Estate industry is preferred

medical, dental, life and disability insurance, 401k, generous paid time off