Commercial Lines Assistant

5 days ago

Irvine, United States Insurance Search Specialists Full time
Job DescriptionJob Description

We are seeking a dedicated and highly organized Commercial Account Manager Assistant to support our account management team in delivering exceptional service to our commercial clients. This fully remote position allows for flexibility but also requires strong self-management skills.

Compensation & Perks:

  • Base Salary: $60,000 - $65,000
  • Comprehensive benefits package including medical, dental, vision, wellness, FSA, and 401k.
  • Generous paid time off.
  • A culture that emphasizes work-life balance.

Responsibilities:

  • Assist Commercial Account Managers in managing a book of commercial insurance business.
  • Utilize Applied Epic to maintain accurate records of all client interactions, policy renewals, and endorsements.
  • Perform data entry and validation in Applied Epic, ensuring all information is up-to-date and accurate.
  • Provide exceptional customer service by responding promptly to client inquiries.
  • Collaborate with the Commercial Account Manager to prepare quotations, proposals, and insurance summaries for current and prospective clients.
  • Review and analyze policy documents, endorsements, and audits for accuracy.
  • Generate certificates of insurance, ID cards, and policy change requests.
  • Assist in preparing presentation materials for client meetings.
  • Provide administrative support such as scheduling meetings, maintaining calendars, and performing general clerical tasks.

Requirements:

  • Experience in commercial insurance.
  • Applied Epic experience is strongly preferred.
  • California Insurance License preferred.
  • Excellent written and verbal communication skills.
  • Strong organizational and multitasking skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).

Contact Insurance Search Specialists for more details about this position and to explore other opportunities within commercial lines insurance, personal lines, private client services, employee benefits, and other brokerage roles, please visit www.mcdermottwolfe.com

Categories: Commercial Lines Insurance, Retail Insurance Brokerage, work from home

Company DescriptionAbout 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.

Contact us today to learn how we can help you take the next step in your career.Company DescriptionAbout Us\r
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. \r
\r
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.\r
\r
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.\r
\r
Contact us today to learn how we can help you take the next step in your career.

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