Assistant Account Manager

20 hours ago


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

We are seeking a dedicated and detail-oriented Commercial Insurance Assistant to join our team at Insurance Search Specialists. This is an amazing opportunity to grow your career in a dynamic and supportive environment.

Job Description

The successful candidate will provide exceptional administrative support to our account managers and producers, ensuring seamless client service and high-quality outputs.

Estimated Salary: $72,000 - $82,000 per year

Key Responsibilities:
  • Document Preparation: Create documents, forms, spreadsheets, and presentation materials to support account managers and producers.
  • Mail Management: Direct incoming mail to the appropriate team members.
  • Proposal Support: Assist with proposal presentations and quotations for new and renewal business.
  • Policies: Prepare policy materials for account managers and producers.
  • Compliance: Ensure adherence to agency best practices for customer correspondence, certificates of insurance, binders, cancellation requests, and other operational procedures.
Requirements:
  • Experience: 1-2 years of commercial insurance experience is required, preferably within a commercial brokerage.
  • Technical Skills: Proficiency in Microsoft Office suite.
  • Licensing: A California Property and Casualty license is mandatory.

Benefits:

  • A comprehensive benefits package including health, dental, and vision insurance, 401(k) plan, and more.
  • Bonus potential.
  • Work-life balance.


  • Walnut Creek, California, United States Insurance Search Specialists Full time

    Responsibilities and QualificationsIn this dynamic role, you will be responsible for administrative support, communication handling, client servicing, policy management, and best practices compliance. You will work closely with account managers and producers to create documents, forms, spreadsheets, and presentation materials.To excel in this position, you...


  • Walnut Creek, California, United States Ledgent Finance & Accounting Full time

    Job OverviewLedgent Finance & Accounting is seeking an experienced Senior Project Accountant to manage customer billings, subcontractor payments, collections, and project cost reporting. This role is ideal for a skilled accountant looking to contribute to the success of large-scale projects.The successful candidate will have expertise in financial...


  • Walnut Creek, California, United States Insurance Search Specialists Full time

    About the RoleWe are seeking an experienced Senior Insurance Account Manager to join our team in Northern California. As a key member of our Commercial Lines Insurance team, you will be responsible for handling all aspects of commercial insurance coverage placements and day-to-day servicing.Key Responsibilities:Day-to-day servicing and marketing of several...


  • Walnut Creek, California, United States Ledgent Finance & Accounting Full time

    Job OverviewLedgent Finance & Accounting is seeking a seasoned Financial Accountant to join their esteemed team in Walnut Creek, CA. This is a rare opportunity for a professional with 5+ years of GAAP/GL accounting experience and expertise in NetSuite.The ideal candidate will possess a degree in Accounting or a similar field and be proficient in journal...


  • Walnut Creek, California, United States Volvo Cars Walnut Creek Full time

    About the RoleAt Volvo Cars Walnut Creek, we are seeking a skilled Accounts Payable/Receivable professional to join our business office team. This full-time position is responsible for managing the entire A/P process from receipt of invoice to its payment, generating A/R statements for our dealerships, and creating associated journal entries.Key...


  • Walnut Creek, California, United States Jobot Full time

    Job OverviewWe are seeking a dedicated and knowledgeable Commercial Lines Account Assistant to join our team. As a key member of our commercial lines department, you will provide administrative assistance and manage client accounts.

  • Account Manager

    20 hours ago


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

    We are looking for a highly skilled and experienced Insurance Brokerage Professional to join our team in Northern California.This role involves working with several large clients, handling all aspects of commercial insurance coverage placements, and leading day-to-day servicing efforts.The ideal candidate will have a deep understanding of Commercial Lines...


  • Walnut Creek, California, United States Woodruff Sawyer Full time

    Senior Account Manager Role at Woodruff SawyerWe are seeking a seasoned Senior Account Manager to join our team at Woodruff Sawyer. This is an exceptional opportunity for an experienced professional to take on a leadership role in managing complex client accounts and driving business growth.About the CompanyWoodruff Sawyer has been a leading insurance...


  • Walnut Creek, California, United States Express Employment Professionals - Concord, CA Full time

    Express Employment Professionals is a Full-service Staffing Company that offers a magnitude of employment opportunities available. We are currently seeking an Account Manager for Custom Print Projects to join our team in Concord, CA.Job DescriptionManage the entire customer journey for marketing projectsCreate job estimates that are professionally presented...


  • Walnut Creek, California, United States Jobot Full time

    At Jobot, we pride ourselves on our collaborative culture and commitment to growth.Company OverviewWe are a division of a large independent national insurance brokerage serving clients nationwide.Job DetailsWe seek a dedicated Commercial Lines Account Assistant to support our commercial lines department by providing administrative assistance and managing...


  • Walnut Creek, California, United States Golden State Recruiting Full time

    We are seeking a detail-oriented and experienced Senior Construction Accountant to join our team at Golden State Recruiting. The successful candidate will be responsible for managing accounting functions related to various construction projects, ensuring accurate financial reporting, and supporting project managers in financial decision-making.Key...


  • Walnut Creek, California, United States Navolio & Tallman LLP Full time

    Company OverviewWe are a CPA firm headquartered in the San Francisco Bay Area, with an office in Reno, Nevada. We anticipate significant growth within the next few years. As a leading provider of taxation, advisory, compliance, audit, and accounting services, we serve a wide range of businesses and their owners, as well as securities funds, private-equity...


  • Walnut Creek, California, United States Creative Financial Staffing Full time

    Job OverviewCreative Financial Staffing is seeking a highly skilled Financial Professional to join our team as an Accountant/Full Cycle Bookkeeper. This is a unique opportunity for a professional looking for a challenging and dynamic work environment.About the RoleThe successful candidate will be responsible for performing daily detailed accounting...

  • Senior Underwriter

    3 weeks ago


    Walnut Creek, California, United States THE TRAVELERS INDEMNITY COMPANY Full time

    Job OverviewAt The Travelers Indemnity Company, we're looking for a skilled Senior Underwriter - Commercial Accounts to join our team. As a key member of our Commercial Accounts division, you'll be responsible for underwriting and negotiating complex customer accounts to minimize risk and maximize profitability. You'll work closely with our agents and...

  • Accounting Specialist

    3 weeks ago


    Walnut Creek, California, United States Behavior Treatment & Analysis Full time

    About the Role:At Behavior Treatment & Analysis, we are seeking an experienced Accounting Specialist to join our team. As a key member of our finance department, you will play a critical role in maintaining the accuracy and integrity of our financial records.Job Responsibilities:Financial Transactions Recording: You will be responsible for accurately...


  • Walnut Creek, California, United States IN WIN DEVELOPMENT USA INC Full time

    Job DescriptionIN WIN DEVELOPMENT USA INC is seeking a highly motivated and detail-oriented Accounts Receivable Specialist to join our team. This role is responsible for managing customer payments and transactions related to accounts receivable, submitting invoices, maintaining and updating customer files, and drafting correspondence for standard past-due...


  • Walnut Creek, California, United States Insurance Search Specialists Full time

    We are seeking a highly skilled Commercial Insurance Assistant to join our team at Insurance Search Specialists.Job OverviewThis is an exciting opportunity to work with a prominent regional brokerage in California, providing administrative support and ensuring seamless client service. Estimated Salary: $75,000 - $85,000 per yearKey Responsibilities:Assist...


  • Walnut Creek, California, United States Volvo Cars Walnut Creek Full time

    Company OverviewVolvo Cars Walnut Creek is a fast-growing and stable company that values its employees and provides opportunities for career growth. The company has a proven record of training and promoting from within, and its family-operated business model is based on respect, listening, fairness, strong values, and accountability.Salary and BenefitsThe...


  • Walnut Creek, California, United States Moss Adams LLP Full time

    About Moss Adams LLPWe champion authenticity at Moss Adams LLP, fostering a culture of talented people who care – about you, about our clients, and about our communities. Our mission is to empower others to embrace opportunity, growing as a leader along the way.Our size, middle-market clients, customized career paths, and supportive culture make this a...

  • Financial Expert

    24 hours ago


    Walnut Creek, California, United States AAA Northern California, Nevada & Utah Full time

    Job OverviewAAA Northern California, Nevada & Utah is seeking a highly skilled Financial Expert to lead our accounting team in providing exceptional financial management and analysis. The ideal candidate will possess advanced knowledge of GAAP and statutory accounting principles, as well as strong analytical skills to drive informed decision-making.