Private Client Advisor

  • Job Reference: 462943838-2
  • Date Posted: 2 January 2022
  • Recruiter: CAL Insurance & Associates, Inc.
  • Location: San Francisco, California
  • Salary: On Application
  • Sector: Insurance & Superannuation
  • Job Type: Permanent

Job Description

Our Private Client Services team is based in San Francisco in the Outer Sunset District near Ocean Beach. We are interviewing candidates who want to work and/or live in the Pacific Standard Time zone for the position of Account Manager. This position can be either remote, in the office or a combination of both.


We are seeking a licensed team member with experience in personal property and casualty insurance working with clients that have policies through Chubb, AIG, PURE, CINCINNATI, TRAVELERS, SAFECO and ENCOMPASS. If you do not have at least 5 years of experience with some or most of these insurers, please do not apply. You have a strong working knowledge of Excel, Word and the quoting and processing functions of the websites for each carrier listed above. Experience with Applied EPIC is preferred. Attention to detail, follow through and a can-do attitude are critical to succeeding in this role. You pride yourself on completing your tasks on time and love to exceed expectations. You understand the importance of supporting the team and bring your all to anything asked of you, no matter how big or small a task may be. You follow through on your commitments in a timely manner, enjoy setting goals and achieving them!


Our clients are highly successful individuals and families and they are located across the U.S. and generally have multiple homes, autos, valuables, boats and other assets to protect. The Account Manager works directly with the Manager of the Service Team to process endorsements, construct renewal reviews, obtain pricing and underwriting approvals and handle administrative tasks, such as claim assistance and billing reminders. You will work within a team of seven professionals that support each other and work cohesively for the benefit of our clients. We believe that the most successful businesses are built around a team, not an individual. Honest communication, high ethical standards and a personal desire to always improve are essential character traits of our team. Outstanding client service is the hallmark of CAL Insurance & Associates and we are very proud of retaining over 98% of our clients the last four consecutive years. Ideal candidates will have a proven track record in exceeding client expectations and a strong personal property & casualty background. If you love to learn something new every day, thrive in a team environment and meet the criteria above, we look forward to hearing from you.

Our firm is located on the L Taraval Muni Line at 33rd and Taraval. We also provide free parking, complimentary employee benefits and an industry leading 15% 401K match. For the right candidate, we will consider a work from home arrangement.


Job Type: Full-time 8:30-5:00 PST


Salary: Based on experience and agreed upon work schedule.