6 personal insurance account manager retail jobs found in Irvine, CA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a  Commercial Lines Service Leader  to join our growing team in Irvine, CA.    To drive a culture of success through client retention, new business, efficient processes, and teammate engagement while maintaining positive operating margins for the Property & Casualty departments. How You Will Contribute:    Establish, direct and monitor department goals and objectives that are in alignment with the profit center strategy and in accordance with established policies and procedures. Regularly evaluate and identify short-term and long-term department recruitment needs and strategies to retain top talent. Develop an onboarding curriculum for new teammates to ensure successful acclimation to the profit center and clear understanding of the defined processes and procedures. Identify...

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients. Identify and generate new sales opportunities through analysis and discovery Participate in sales meetings to review sales activities and prospective customers with leadership Develop a full working knowledge of respecitve insurance line products and procedures. Learns to present proposals in a professional manner,...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Under broad supervision, responsible for underwriting risk for the underwriting lifecycle from submission through policy issuance, for both renewal and new business within limited authority. Partnering with Underwriters on all aspects of the Underwriting function including: providing the necessary information to allow for UW to make prudent underwriting decisions. JOB DESCRIPTION: Performs a combination of duties in accordance with departmental guidelines: 1. Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business  within assigned Letter of Underwriting Authority. 2.  Handles...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients,...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Underwriting Analyst supports Baldwin's Employee Benefits practice, working with advisor and sales teams to support modeling, trends, data management, and project-based work across medical, dental, and vision lines of coverage. PRIMARY RESPONSIBILITIES:...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success.   The individual in this role partners closely with sales and service teams to promote Relation’s products and services, supporting both new client acquisition and retention. A GLIMPSE INTO YOUR DAY Supports new business strategy and revenue generation by evaluating referrals to assess...