Assistant Account Manager

1 week ago


Newport Beach, California, United States Alera Group Full time
Job Title: Assistant Account Manager

Orion Risk Management is seeking an experienced Assistant Account Manager to join their Property & Casualty team in a remote position. The ideal candidate will have a strong background in customer service, sales, or account management in a retail insurance agency.

Key Responsibilities:
  • Assist Account Executives in coordinating the details for annual renewals, preparing materials for quarterly client meetings, and ensuring the flow of information to other departments as needed.
  • Maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications.
  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records.
  • Carry out other duties/responsibilities/projects as determined by company leaders.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
Requirements:
  • High School Diploma.
  • Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.
  • Property & Casualty license.
  • CISR or CIC designations, preferred.
  • Exceptional verbal, written, and communication/people skills.
  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
  • Proficient in MS Office Suite.
  • Can work independently and see initiatives or issues through to completion.
Benefits:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

Salary:

$60,000 to $67,000

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.



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