Account Manager Assistant

3 days ago


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

Join a leading regional brokerage known for its dynamic and professional team environment. This is an exceptional opportunity to develop your career in the commercial insurance sector, with substantial potential for advancement to an account management role as part of our commitment to internal promotion.

Location: Stockton, California

Responsibilities:

  • Administrative Support: Prepare documents, forms, spreadsheets, and presentations to support account managers and producers.
  • Communication Management: Efficiently handle incoming correspondence and ensure it reaches the right team members.
  • Client Support: Aid in the development and presentation of proposals and quotes for both new business and renewals.
  • Policy Administration: Assist in preparing and verifying policy documentation for account managers and producers.
  • Regulatory Compliance: Maintain compliance with agency protocols concerning client communications, insurance certificates, policy binders, and cancellation procedures.

Qualifications:

  • Experience: Required experience in commercial insurance, preferably within a brokerage setting.
  • Technical Proficiency: Strong skills in Microsoft Office applications.
  • Licensing: Must hold a California Property and Casualty license.

For a detailed description of this role and to discover more about other opportunities within the insurance brokerage field, please visit our website at www.mcdermottwolfe.com or contact Insurance Search Specialists directly.

This opportunity offers more than just employment; it provides a pathway to career success within a supportive and flourishing environment. Join them and become part of their ongoing success story

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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