Associate Commercial Lines Account Manager

Position Description:

GDI Insurance Agency, Inc. is looking for an Associate Commercial Account Manager. This person will be responsible for assisting in the servicing of commercial accounts; including issuing and managing changes/endorsements, certificates, policy reviews, and other tasks throughout ongoing client relationship. Strong attention to detail and an eager and helpful attitude are required. A desire to expand and develop product and industry knowledge is desirable.

The Ideal individual to join our Team is a person who is; (1) interested in serving others, (2) continues to learn and expand their knowledge and abilities, and (3) enjoys a fun and fast-paced work environment. 

Salary DOE, PTO, Benefits, Retirement Plan, and Bonus Plans.

Qualifications: 

  • Must have VALID California Property & Casualty License – REQUIRED
  • 1-3+ Years of Commercial and/or Agriculture Insurance Experience Preferred

Primary Job Duties (Regular Duties – Daily Basis):

  • Quoting and Issuing New & Renewal Business
  • Billing per agency processes
  • Preparation of Proposals
  • Accurately process Policies, Endorsements, Audits, Applications, etc.
  • Ordering Reports (MVRs, Loss Runs, Etc.)
  • Effectively working within the team environment to ensure clients are served with the utmost care
  • Providing interested parties (Team Members, Carriers, Clients, etc.) with up-to-date status on accounts, per agency processes and procedures.
  • Accurately & Timely Maintain Client Files in various systems (Applied EPIC) – keeping them up to date and fully documented in a timely manner per agency processes and procedures.
  • Immediately inform management and appropriate producer(s) of any potential issues/problems with an account.
  • Helping fellow Team Members as needed.
  • Excellent Organizational Skills are a MUST.
  • Other tasks and projects as assigned by management.

How to Apply: 

Email resumes to the following: Careers@gdiins.com

About GDI Insurance Agency, Inc.: 

GDI Insurance Agency, Inc. is a fast growing insurance agency located in Turlock, CA with offices throughout the state of CA. GDI operates in a paperless environment and prides itself in offering its employees with opportunities for professional growth and a happy and fun work environment.

Seniority Level

Associate

Industry

  • Insurance

Employment Type

Full-time

Job Functions

  • Finance 
  • Sales