Commercial Account Manager

Commercial Account Manager

At Oakview Insurance Services, Inc., we offer the opportunity to be part of something exceptional. We’re currently opening a full-time Commercial Account Manager position to join our high-performing team headquartered in Yuba City, CA.

This is a rare and unique opportunity to step into a role within the region’s fastest growing and most respected independent insurance agencies. This is not a job; this is a career. It’s a chance to grow with a company that values excellence, rewards initiative, and believes that great people are the cornerstone of everything we do. We’re proud to deliver a better insurance experience rooted in integrity, education, and service. We are deeply invested in our community and committed to paying forward our success.

If you take pride in your work, strive for mastery, and are ready to elevate your career, Oakview is the place for you.

Mission Of The Commercial Account Manager

To serve the customer base so extraordinarily that clients tell their friends and family about our agency. You will be servicing the current commercial farm book of business and quoting new business opportunities that may arise from your established client base. You will build a rapport and provide excellent communication with clients, teammates, and carrier partners. This position is ideally in office or partially remote, but a fully remote option is available for the right person.

Principal Responsibilities

Provide superior customer service to clients assigned to the account manager, including processing change requests and advising of coverage options.
Review assigned client files prior to or at renewal, to assess coverages and recommend changes when necessary. Re-market the policy if needed.
Maintain individual client files in Hawksoft and actively assist with keeping management system update, including adding/updating accounts and renewals and updating non-download policies.
Promptly responding to requests for quotes.
Actively cross-sell assigned clients and the current book of single policy clients. This includes auto, home, umbrella, toys, flood, and specialty.
Send and follow up on applications until they are signed and received.
Discuss inspection findings with clients.
Maintain knowledge of insurance products sold through designations, continuing education, and carrier training.
Perform additional functions at the direction of Agency Management.
Participate in agency events and community service a few times a year.
Contribute to the training/onboarding of team members as needed.

Who You Need To Be

Friendly and positive, with a genuine desire to help clients
Ready to be a team player and and will thrive in a collaborative environment.
You can analyze a situation, identify issues and solve them with minimum input from others.
Able to meet deadlines without supervision
Strong attention to detail and organization skills
Strong verbal and written communication skills, including proper spelling and grammar.
Technology should be your friend! We operate a paperless office and look for ways to offer employees and clients tech-friendly solutions.
Have a desire to help those in their community through volunteer work.

Compensation

Salary varies depending on experience. Compensation includes base salary, individual and team bonuses, and commission potential. We also provide PTO, paid holidays, and a 401(K) match of pay. All training and designations are paid by the agency.

Experience Requirements

We are requesting that you currently hold a property and casualty license. One year of insurance experience is required. Experience preferred in commercial property, but not required.

To apply for this position, please send an email to info@oakviewins.com. Please include a cover letter, explaining why you feel you are a good fit for this position, your salary requirements, and your resume. Send the email with “Commercial Account Manager” in the subject line.

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