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TITLE: Senior Account Manager
LOCATION: All Offices – Bakersfield, Salinas, Santa Maria, Ventura
POSITION SUMMARY, QUALIFICATIONS AND RESPONSIBILITIES
Exciting long-term opportunity with growth potential for an experienced Senior Commercial Account Manager. Seeking dynamic and trusted business professional with solid client relationship skills interested in learning and mastering new concepts for this key role. Must demonstrate a “can-do” attitude by taking initiative, being enthusiastic, flexible, and dependable.
This position entails a high level of responsibility. The ideal candidate will enjoy working independently while being readily adaptable to change and direction, able to juggle multiple priorities and meet tight deadlines with an unwavering commitment to customer service. A minimum of 10 years related experience successfully and efficiently managing a high volume workload in a midsize brokerage house handling complex upper and middle market clients is required. Exceptional problem solving and communication skills are essential, as well as a commitment to continuing education. California Fire & Casualty Broker/Solicitor’s License Required. Completion of IIA General Insurance Program, ARM, CPCU and/or other insurance courses highly desirable.
The right candidate will enjoy working in a team environment to provide prompt, courteous, and accurate service to our clients. You will act as the central point of contact interfacing daily with internal partners in Accounting, Administration, Marketing, Operations, Sales and Support units and external insurance companies in the development and retention of accounts. Must be results oriented with a strong sense of urgency.
Day to day responsibilities include: servicing of complex accounts, document processing, maintenance of client files and records management. Strong computer skills are a must; knowledge of AMS360 and the ability to adapt quickly to new technologies highly desirable.
Must support and promote the company’s purpose, vision, and mission; always acting in the best interest of the client and firm. Must uphold and embody the corporate values of integrity, leadership, teamwork, respect, professionalism, and stability. Tolman & Wiker provides a highly competitive compensation structure including medical, dental, vision, 401k, education reimbursement programs and growth opportunities for employees.
ABOUT THE COMPANY
Tolman & Wiker Insurance Services, LLC is one of the largest privately held, independent insurance brokerages in California, and is the largest privately held insurance broker on California’s Central Coast between Los Angeles and Monterey. With offices in Ventura, Santa Maria, Bakersfield and Salinas, Tolman & Wiker is ranked among the top-100 insurance brokerages in the United States, and has clients with risk exposures and personnel across the United States and around the globe. Learn more at www.tolmanandwiker.com.