"Alerted.org

Job Description

Key Responsibilities:

• Manage and grow a personal book of business

• Lead the renewal and claims process for assigned accounts

• Serve as the primary point of contact for client inquiries and service requests

• Maintain accurate and up-to-date records in Applied Epic

• Ensure compliance with company procedures and regulatory standards

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Active Property & Casualty license in California

• 5+ years of experience in the insurance industry

• Proficiency in Applied Epic

• Experience handling insurance claims for restaurants and real estate

• Proven ability to manage a personal book of business

Strong self-starter with excellent time management skills • Experience with Personal Lines