Insurance Assistant

6 days ago


San Diego, California, United States Insurance Search Specialists Full time
Job Overview

We are seeking a skilled Commercial Insurance Assistant to join our team in San Diego, California. This fully remote role offers the opportunity to work with a top-tier regional insurance brokerage renowned for its dedication to providing exceptional service and crafting innovative insurance solutions.

The successful candidate will assist the account management team in servicing commercial lines accounts, ensuring efficient handling of client inquiries and operational tasks. This includes facilitating the preparation and processing of insurance documents, coordinating communication between clients, underwriters, and brokers, and maintaining accurate client records.

Key Responsibilities
  • Assist in the day-to-day servicing of commercial lines accounts, ensuring timely and efficient handling of client inquiries and operational tasks.
  • Facilitate the preparation and processing of insurance documents, including endorsements, certificates of insurance, policy changes, and renewals.
  • Coordinate communication between clients, underwriters, and brokers, providing timely updates and follow-ups to ensure smooth transaction processes and client satisfaction.
  • Maintain accurate and up-to-date client records and data in the brokerage's management system.
Qualifications and Requirements
  • Commercial insurance experience in an agency or brokerage environment.
  • Must possess a California Property & Casualty license.
  • Demonstrated excellence in customer service and strong capabilities in both written and verbal communication.
  • Familiarity with the Applied EPIC agency management system is advantageous.
Compensation and Benefits

This role offers a competitive salary range of $55,000 - $60,000 per annum, as well as a comprehensive benefits package, emphasis on work-life balance, and opportunities for continued learning and growth.



  • San Diego, California, United States Insurance Search Specialists Full time

    Enhance Your Career in Commercial InsuranceWe are seeking a skilled Commercial Insurance Account Manager Assistant to support our account management team, assisting two seasoned producers in servicing and marketing commercial accounts.Competitive Compensation:Estimated Salary Range: $60,000 - $70,000 per year.About the Role:The ideal candidate will possess...


  • San Diego, California, United States Alliant Insurance Services Full time

    At Alliant Insurance Services, we are one of the nation's largest and fastest-growing insurance brokerage and consulting firms. Our company operates through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service.We are changing the way our...


  • San Lorenzo, California, United States Fiesta Auto Insurance Full time

    We are seeking a highly skilled and motivated Insurance Agent to join our team at Fiesta Auto Insurance. As an Insurance Agent, you will have the opportunity to develop professional relationships with customers, fulfill their insurance and tax needs, and provide exceptional customer service. No prior insurance sales experience is required - we provide...


  • San Francisco, California, United States Alliant Insurance Services Full time

    At Alliant Insurance Services, we believe that employee benefits are a crucial aspect of any successful business. As a Benefits Insurance Specialist, you will play a key role in helping our clients navigate the complexities of health and welfare insurance.We are proud to provide comprehensive employee programs that meet the needs of our employees now and in...


  • San Mateo, California, United States Camico Mutual Insurance Full time

    About the RoleCAMICO Mutual Insurance Company is a leading provider of professional liability insurance for CPAs.We are seeking a detail-orientated and motivated Account Executive to contribute to our ongoing success.Generate leads, contact prospects, pre-qualify, communicate program features/benefits, and successfully close sales.Demonstrate a thorough...


  • San Luis Obispo, California, United States Morris & Garritano Insurance Full time

    About Morris & Garritano InsuranceWe are a reputable insurance agency that values our employees and strives to provide an exceptional work environment. Our commitment to excellence has earned us numerous awards, including being recognized as a Central Coast Best Places to Work, Best Agencies to Work for, and National Underwriters Agency of the Year.Your...


  • San Diego, California, United States Zenith Insurance Full time

    Zenith Insurance Company seeks a skilled Senior Litigation Counsel to join our team. This role is eligible to participate in our hybrid work schedule, which provides the flexibility to work from home on select days of the week.The Senior Litigation Counsel will perform duties of legal counsel in the defense and representation of the Company in various courts...


  • San Francisco, California, United States Insurance Search Specialists Full time

    About the RoleWe are seeking a seasoned Senior Commercial Insurance Account Manager to join our team. As a key member of our collaborative team, you will play a critical role in managing a well-established book of business.As a Senior Commercial Insurance Account Manager, you will be responsible for managing a portfolio of middle-market commercial accounts,...


  • San Diego, California, United States Jobot Full time

    About UsJobot is a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in employee growth. Our team is dedicated to providing high-quality service to our clients.Our OpportunityWe are seeking a motivated Personal Lines Insurance Producer to join our team. As a key member of our sales team, you will be responsible...


  • San Diego, California, United States Jobot Full time

    This position offers a salary of $60,000 - $85,000 per year. As an Insurance Customer Service Representative with Jobot, you will be responsible for delivering exceptional customer service and ensuring the timely and accurate processing of insurance certificates.Job DescriptionThe successful candidate will have prior experience in the insurance industry, a...


  • San Diego, California, United States Sunroad Automotive Full time

    We are seeking a skilled Licensed Account Manager to join our team at Sunroad Enterprises. The successful candidate will play a critical role in ensuring that our clients receive optimal insurance coverage and services tailored to their needs.Key Responsibilities:Foster and maintain strong client relationships through regular follow-up, accurate and timely...

  • Insurance Data Expert

    24 hours ago


    San Diego, California, United States K2 Claims Services, LLC Full time

    Business OpportunityWe are seeking a highly skilled Business Analyst to join our team at K2 Insurance Services, LLC. The successful candidate will play a key role in bridging the gap between business needs and technical execution.The focus of this position is on insurance data, which will be mapped and processed using SQL and Python on the Databricks...


  • San Jose, California, United States MA FORMICO INSURANCE AGENCY Full time

    Insurance Licensed Customer Service SpecialistWe are seeking a detail-oriented and customer-focused professional to join our team as an Insurance Licensed Customer Service Specialist. In this role, you will be responsible for delivering exceptional customer experiences through prompt responses to inquiries, maintaining accurate records, and providing...


  • San Diego, California, United States Jobot Full time

    Job OverviewThis role is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and generating new business in the personal lines insurance sector.We are seeking a skilled Insurance Sales Representative to join our team, responsible for identifying potential clients, educating them on insurance products, and...


  • San Diego, California, United States Jobot Full time

    **Job Summary**We are seeking a highly skilled and experienced High Net Worth Insurance Specialist to join our team at Jobot. As a key member of our Personal Lines division, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles,...


  • San Diego, California, United States PURE Insurance Full time

    About the RoleThe Senior Underwriter is a key member of the underwriting team responsible for profitably growing a book of business by partnering with brokers and collaborating with colleagues. This position involves planning and budgeting for the book of business, developing and maintaining agency relationships, and executing underwriting decisions. The...


  • San Diego, California, United States Peterson Agency Full time

    Unleash Your Earning Potential in the Life Insurance IndustryIn this exciting role as a life insurance agent, you'll have the opportunity to build a lucrative business and achieve true ownership. With Symmetry Financial Group's support, you can tap into a proven system that has consistently delivered results.Flexible Schedule: Enjoy part-time or full-time...


  • San Diego, California, United States Vets Hired Full time

    Unlock Career Advancement as a Marketing Account ExecutiveA competitive salary of $110,000 - $140,000 per year awaits you in this exciting role at Vets Hired.About the Job:As a Marketing Account Executive, you will serve as a consultative point of contact for clients, identifying and understanding their needs and providing recommendations with supporting...


  • San Bernardino, California, United States Freeway Insurance Services America LLC Full time

    We are seeking a highly motivated and ambitious Insurance Agent to join our team at Freeway Insurance Services America LLC. As an Insurance Agent, you will be responsible for selling non-standard auto insurance to new and existing customers.About the RoleThis is an excellent opportunity for career advancement in the insurance industry. Our company has been...


  • San Diego, California, United States Diedre Moire Corp. Full time

    We are seeking a Senior Insurance Underwriter to oversee the creation, development, launch, and management of a new Educational Organization Casualty Insurance Program. This role requires an individual with 5+ years of experience in product development or senior underwriting, as well as expertise in policy forms, rates, and underwriting guidelines for new...