Assistant Account Manager
20 hours ago
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 DescriptionThe 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.
- 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.
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Assistant Account Manager
20 hours ago
Walnut Creek, California, United States Insurance Search Specialists Full timeResponsibilities 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...
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Senior Accountant Manager
1 week ago
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Senior Insurance Account Manager
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Accounts Payable Professional
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Account Manager
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Financial Professional with Accounting Expertise
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Commercial Insurance Assistant
2 days ago
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