Insurance Industry Professional
1 week ago
Overview:
A top-tier commercial insurance agency seeks a skilled Commercial Lines Assistant to join its growing team in Walnut Creek, CA.
About Us:
With over 50 years of experience in the industry, this high-level agency prioritizes employee and client satisfaction, fostering a positive work environment.
What We Offer:
- $65,000 annual salary, commensurate with experience
- Full benefits package: medical, dental, vision, and 401(k)
- Paid time off and paid company holidays
Your Responsibilities:
- Provide exceptional customer service and support to clients and Account Managers
- Process binder requests, endorsements, and verify policy information
- Ensure accurate documentation and data entry into the agency management system
- Develop strong relationships with clients through effective communication
Requirements:
- 2+ years of office experience in Commercial Lines Insurance
- Active Property & Casualty license
- Strong understanding of insurance terminology and concepts
- Proficiency in Applied Epic, Microsoft Office, and Agency Management Systems (IMS)
Benefits and Opportunities:
This is an excellent opportunity for a dedicated professional to excel in their career and grow with our organization.
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