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Commercial Insurance Account Coordinator

2 months ago


Walnut Creek, California, United States Insurance Search Specialists Full time
Job Overview

We are seeking a talented Commercial Insurance Account Coordinator to become a vital part of our team at a distinguished brokerage. This position presents an excellent opportunity for career advancement within a nurturing and collaborative environment.

Compensation and Benefits:

  • Base Salary: $70,000 - $80,000
  • Comprehensive benefits package, including health, dental, and vision coverage, along with a 401(k) plan
  • Opportunities for performance-based bonuses
  • Emphasis on maintaining a healthy work-life balance

Key Responsibilities:

  • Administrative Assistance: Support the creation of documents, forms, spreadsheets, and presentations for account managers and producers.
  • Communication Management: Oversee incoming correspondence and ensure it is directed to the appropriate team members.
  • Client Support: Aid in the preparation and presentation of proposals and quotes for both new and renewed business.
  • Policy Documentation: Prepare necessary policy materials and documentation for account managers and producers.
  • Compliance with Best Practices: Adhere to agency protocols for customer correspondence, insurance certificates, and operational tasks.

Qualifications:

  • Experience: Previous experience in commercial insurance, ideally within a brokerage environment.
  • Technical Proficiency: Strong command of the Microsoft Office suite.
  • Licensing Requirement: Must possess a California Property and Casualty license.

Application Process: For more information on this exciting career opportunity and other roles in the insurance sector, please visit our website. Join a supportive team and contribute to our collective success.

Company Overview

About Us:
Insurance Search Specialists is committed to connecting skilled insurance professionals with leading brokerages in the field. With a focus on Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, we strive to ensure the ideal match for both clients and candidates. Reach out to us today to advance your career in insurance.