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Our firm is a full service insurance agency located in Brea, CA, currently seeking a full time highly motivated and experienced Commercial Insurance Assistant Account Manager. This is a time sensitive environment.
Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business.
Essential duties and responsibilities:
• Assists with review of policies for accuracy and/or possible deficiencies;
• Packages and markets applications to various carriers to obtain quotes as delegated;
• Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;
• Composes correspondence to insured and/or underwriters as directed;
• Inputs applications and word processes letters, and other forms of correspondence as directed;
• Process and issue Certificates of Insurance, endorsements, audits, cancellations, ordering of MVR's, Loss Runs, finance agreements, claim reporting and follow up, etc.;
• Prepares insurance binders or certificates as directed;
• Inputs information into agency management system;
• Generate various reports;
• Other duties as assigned.
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Minimum Requirements / Skills
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•Minimum of 3 years in the commercial insurance
•Solid working knowledge of health insurance
•Excellent oral and written communication
•Ability to multi-task and prioritize workflow
•Strong attention to detail
•Strong interpersonal skills and be able to empathize with clients
•Must be able to interact with clients, carriers, and agency producers in a positive and professional manner
•Microsoft office knowledge required
•55 wpm with 10 key
* Active CA Fire and Casualty License
* Working knowledge of Applied/TAM
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