Accounting Assistant Professional

3 weeks ago


Stockton, California, United States Insurance Search Specialists Full time
Job Overview

This role offers an exceptional opportunity to develop a career in the commercial insurance sector, with substantial potential for advancement to an account management position as part of our commitment to internal promotion.

Responsibilities
  • Administrative Support: Prepare documents, forms, spreadsheets, and presentations to support account managers and producers.
  • Communication Management: Efficiently handle incoming correspondence and ensure it reaches the right team members.
  • Client Support: Aid in the development and presentation of proposals and quotes for both new business and renewals.
  • Policy Administration: Assist in preparing and verifying policy documentation for account managers and producers.
  • Regulatory Compliance: Maintain compliance with agency protocols concerning client communications, insurance certificates, policy binders, and cancellation procedures.

Salary Range: $55,000 - $65,000 per year, depending on experience.

This opportunity is located in Stockton, California.


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