Assistant Account Manager-Commercial Insurance
3 weeks ago
Compensation Range: $65,000 - $70,000
Schedule: Monday - Friday 8:00 am - 5:30 pm
Location: Westlake Village, CA
As the Assistant Commercial Account Manager, you will play a key role in delivering exceptional service to a designated group of commercial lines clients while working closely with Account Managers to provide innovative solutions. You will act as a trusted partner, facilitating relationships between our firm, insurance carrier representatives, and clients, ensuring a seamless and efficient experience.
What You'll Do as an Assistant Commercial Account Manager:
- Assist with the day-to-day servicing of assigned commercial lines accounts, ensuring compliance with company standards.
- Perform technical and administrative tasks, including creating, formatting, and reviewing insurance documentation for carriers, clients, and prospects.
- Prepare, review, and present Certificates of Insurance, loss history requests, coverage inquiries, Bind Orders, Confirmations of Coverage, and Summaries of Coverage.
- Support the renewal process for both new and existing accounts.
- Follow up with carriers for invoices, binders, and policy issuance, ensuring proper documentation is forwarded as needed.
- Maintain and build strong relationships with clients and insurance carrier representatives.
- Organize and manage a task tracking system for efficient follow-ups and accountability.
- High school diploma required; bachelor's degree preferred.
- Must possess and maintain a valid California Property and Casualty License.
- Strong knowledge of business service functions, insurance terminology, and various lines of commercial insurance.
- Familiarity with underwriting and rating principles.
- Proven experience in a customer service role with a strong client-focused approach.
- Minimum of three years of experience in the California insurance industry.
- Proficiency in Microsoft 365 (Excel, Word, Outlook, PowerPoint) at an intermediate to advanced level.
- Experience with office technology, including PCs, printers, scanners, and other standard business equipment.
- Excellent customer service and communication skills, with the ability to collaborate effectively across all levels of an organization.
- Ability to manage complex projects and meet deadlines in a fast-paced environment.
- Strong interpersonal skills, demonstrating tact, discretion, and professionalism.
- Effective conflict resolution skills.
- High ethical standards and integrity in business practices.
- Exceptional organizational and time management abilities to prioritize tasks efficiently.
- Positive, professional demeanor with a courteous and supportive approach when interacting with employees, clients, and vendors.
- Comprehensive health, dental, and vision coverage with significant employer premium coverage
- Flexible Spending Accounts (FSA) traditional and dependent care
- Health Savings Accounts (HSA)
- Short Term Disability, Long Term Disability, Long-Term Care, and Basic Life and Accidental Death & Dismemberment insurance
- Supplemental plans including Accident Insurance, Critical Illness, and Hospital Indemnity Coverage
- 401(k) retirement plan with employer matching
- Employee Assistance & Employee Discount Programs
- Employee Perks Program
- Flexible Time Off
- 10 paid Holidays
- Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
- Pet Insurance
- Commuter Benefits
- Flexible work arrangements
Compensation
$65,000-$70,00 annually, may be eligible for additional, discretionary incentive compensation based on the individual and the firm's performance.
Compensation will be determined by several factors including educational background and experience.
About Chivaroli & Associates:
Chivaroli & Associates is a premier full-service brokerage and consulting firm exclusively dedicated to serving the unique needs of the healthcare industry. Our expertise in customized property and casualty insurance, as well as alternative risk funding solutions, allows us to establish close partnerships with healthcare organizations. By gaining an intimate knowledge of their operations, structure, and financial objectives, we ensure that we deliver tailored insurance and risk transfer products to address the challenges faced by health systems, practitioners, and all participants in the continuum of care.
Chivaroli & Associates is an equal opportunity employer and is committed to providing a workplace free from discrimination and harassment. We welcome all employees and applicants regardless of race, color, religion, sex (including pregnancy, childbirth, and related medical conditions), national origin, age (40 and older), disability (mental or physical), genetic information, military or veteran status, or any other characteristic protected under federal, state, or local laws. In compliance with California law, Chivaroli & Associates adheres to all state and local regulations, including the California Fair Employment and Housing Act, as enforced by the California Civil Rights Department (CRD).
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