Assistant Commercial Lines Account Manager

Responsibilities

• Support and assist Account Managers with servicing tasks.
• Manage incoming service requests from clients and promptly address their inquiries or concerns.
• Aid in creating professional and accurate insurance proposals for presentation to our clients.
• Review endorsements to ensure accuracy and compliance with clients' insurance requirements.
• Prepare and issue certificates of insurance as required by clients.
• Maintain excellent communication with clients and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.

Requirements

• Must hold a current California Property & Casualty Insurance License.
• 1+ years previous experience in Commercial Lines insurance (entry-level candidates with strong knowledge of Commercial Lines may be considered).
• Eagerness to learn, grow, and take on new challenges.
• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.

Preferred

• Preferred Agency Management System Experience: AMS360.
• Bilingual skills (Spanish preferred) are a plus but not required.

What We Offer

• Between $41K-$52K, depending on experience.
• Paid license renewal and continuing education.
• Mentorship and training provided.
• Comprehensive benefits package including:
• Medical, Dental, Vision
• FSA/HSA & Life Insurance
• 401(k) with company benefits
• Competitive PTO including vacation and sick time, and company holidays.
• Wellness Program.