Insurance Assistant Manager

3 hours ago


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

We are seeking a highly skilled and experienced commercial insurance assistant account manager to join our team at Insurance Search Specialists. This is an exciting opportunity to work with a dynamic and professional team in a supportive and thriving environment.

Key Responsibilities:

  • Administrative Support: Provide administrative assistance to account managers and producers, including creating documents, forms, spreadsheets, and presentation materials.
  • Communication Handling: Manage incoming mail and ensure it is directed to the appropriate team members.
  • Client Servicing: Support the preparation and delivery of proposal presentations and quotations for new and renewal business.
  • Policy Management: Prepare policy materials for account managers and producers, including policy-checking and documentation.
  • Best Practices Compliance: Adhere to agency best practices for customer correspondence, certificates of insurance, binders, cancellation requests, and other operational procedures.

Requirements:

  • Experience: Commercial insurance experience is required, preferably within a commercial brokerage.
  • Technical Skills: Proficiency in Microsoft Office suite.
  • Licensing: Must possess a California Property and Casualty license.

About Us:

Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.



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