KCAL Insurance Agency
Junior Account Manager
March 2013 — Present
● Perform independently to proactively service all client accounts, and provide superior support in answering correspondences, legal documents, coordinate inspections/audits, communications and policy compliance, and problem resolution.
● Oversee the creation and revision of commercial insurance proposals; liaise with other insurance agencies on the company’s behalf to ensure payments and policies are enforced.
● Maintain client’s database; update, track, and monitor account status; execute letters, notices, and generate monthly reports.
● Answer high volume of incoming calls and in-person inquiries daily from clients, and insurance carriers.
● Act as a liaison and maintain open lines of communication between the agency and its clients and their insurance carriers.