Location: SoCal, NorCal, TX, PA, NY, GA, and more

Work Hours: Monday to Friday 9:00am ~ 5:45pm (45 minutes lunch break)

About Us

TransGlobal is a leader in the insurance industry and provides a unique platform integrated business solutions for business owners, including commercial insurance, employee benefits, retirement planning, tax services, payroll & HR Services. With over 27 branch offices and a dedicated team of industry experts, our commitment is doing what is best for our clients. We are a fast-growing company, and as our business grows, our people grow with us.

Website: https://www.transglobalus.com

Objective

The P&C Account Manager is mainly responsible for reviewing and remarketing existing accounts assigned.

Responsibilities

• Oversee the existing accounts assigned and maintain a high renewal retention rate
• Maintain client relationships and continuous growth, follow agency procedures for renewal workflow and timeline
• Gather updated information from existing clients, prepare submissions, identify markets, quote within admitted carriers, compare quotes, prepare proposals, present and post binding activity and documentation
• Negotiate rates and terms with insurance carriers
• Discuss coverage & forms with client on the renewal term
• Attend training sessions and courses to maintain up-to-date skills and knowledge
• Maintain client files with consistent documentation
• Be proficient and available to carrier rating/quoting system provided for agency use
• Provide proactive risk management advice to existing clients and resolve client issues
• Proactively identify and pursue cross-sell and cross-referral opportunities amongst existing clients
• Identify carrier risk appetites, carrier information, target classes, and underwriting guidelines

Qualifications:

• Active Property & Casualty Insurance License
• Bilingual in Mandarin Chinese and English
• Minimum 2 years of experience in P&C commercial line
• Associate degree or equivalent is preferred
• Good listening skills and the ability to identify clients' needs efficiently
• Positive learning & teaching attitude, ability to work in a teamwork environment
• Proficient in computer skills including Microsoft Word, Excel, Outlook & Agency Management System etc

Benefits

• Starting $3,500 ~ $4,800/month depend on experience, will raise if pass probation
• Health insurance (medical/dental/vision/HSA) covering spouse and dependents
• 401(k) with employer matching
• Paid sick leave (6 days), paid personal leave (6 days)
• Paid vacation (accrued based on years of employment)
• Paid holidays, paid jury duty, paid training

• To apply, please forward your resume