Assistant Account Manager

5 minutes ago


Walnut Creek, United States Insurance Search Specialists Full time
Job DescriptionJob Description

We are seeking a commercial insurance assistant account manager for a prominent regional brokerage in Walnut Creek, California. This is an amazing opportunity to join a professional team with a dynamic work environment where team members are encouraged to grow and advance. This role provides a fantastic opportunity to gain valuable industry experience with the potential for progression into an account management position as we strive to promote from within.

Compensation and Benefits:

  • BaseSalary: $70,000 - $80,000
  • Comprehensive benefits package including health, dental, and vision insurance, 401(k) plan, and more
  • Bonus potential
  • Work-life balance

Responsibilities:

  • Administrative Support: Assist account managers and producers by creating documents, forms, spreadsheets, and presentation materials.
  • Communication Handling: Manage incoming mail and ensure it is directed to 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.

Qualifications:

  • 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.

How to Apply: For more details about this exciting opportunity and to explore other positions within insurance brokerages, please visit our website at www.mcdermottwolfe.com or contact Insurance Search Specialists directly.

This is more than just a job—it’s a career path in a supportive and thriving environment. Join us and be a part of our 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.

  • Walnut Creek, United States Insurance Search Specialists Full time

    Job DescriptionJob DescriptionWe are seeking a commercial insurance assistant account manager for a prominent regional brokerage in Walnut Creek, California. This is an amazing opportunity to join a professional team with a dynamic work environment where team members are encouraged to grow and advance. This role provides a fantastic opportunity to gain...


  • Walnut Creek, California, United States Berding & Weil LLP Full time

    Job Description:OverviewThis role involves providing day-to-day assistance to the Accounting Manager. The ideal candidate will be organized, detail-oriented, and have exceptional communication skills. They will also need to maintain client confidentiality and interact with a wide client base.Making deposits and recording all cash receiptsReviewing financial...


  • Walnut Creek, United States Robert Half Full time

    Job DescriptionJob DescriptionOur professional services client in Walnut Creek is seeking an interim Technical Accountant to assist with ASC 842 implementation. This role involves the management of lease accounting processes and the development of a more efficient system for tracking leases including a possible recommendation on lease tracking software. This...


  • Walnut Creek, United States Allied Universal® Full time

    Job DescriptionJob DescriptionOverviewAllied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We...


  • Walnut Creek, United States QZ Solutions Full time

    Job DescriptionJob DescriptionWe are a powerhouse promotional marketing and sales firm located in the Concord area, seeking driven, team-oriented individuals passionate about relationship-building and delivering exceptional results for our high-profile clientele.Position Overview:As an Account Manager Trainee, your primary role will be to promote our...


  • Walnut Creek, United States QZ Solutions Full time

    Job DescriptionJob DescriptionWe are a powerhouse promotional marketing and sales firm located in the Concord area, seeking driven, team-oriented individuals passionate about relationship-building and delivering exceptional results for our high-profile clientele.Position Overview:As an Account Manager Trainee, your primary role will be to promote our...


  • Walnut Creek, United States Heffernan Network Insurance Brokers Full time

    Objective: Heffernan Easterly Insurance Services is looking for an experienced Account Manager to join its Commercial Lines team. This agency specializes in writing Construction Risks. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. Responsibilities...

  • Account Manager

    13 minutes ago


    Walnut Creek, United States memoryBlue Full time

    **THIS IS FOR A CLIENT OF MEMORYBLUE DIRECT HIRE, NOT MEMORYBLUE**Account Manager Opportunity – Walnut Creek, CA💼 Compensation: $149,000–$169,000/year 🏢 Type: Full-Time, In-Office🚀 Join a highly profitable, fast-growing leader in the commercial security and low-voltage industry. This is a growth hire driven by exceptional business success and...


  • Walnut Creek, California, United States Jobot Full time

    A Commercial Lines Account Manager plays a vital role in building strong relationships with clients, ensuring high-level business retention and trust in our knowledge and expertise. In this position, you will work closely with producers to handle both new and renewal business, providing technical advice to resolve coverage issues and meeting clients' needs....


  • Walnut Creek, United States Express Employment Professionals - Concord, CA Full time

    Job DescriptionJob DescriptionWe are seeking a CSR/ Senior Print Specialist / Account Manager. We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. We are committed to providing tailored solutions that align with our customers’ needs. You will be...


  • Walnut Creek, United States DHW Insurance Brokers Full time

    Job DescriptionJob DescriptionExciting Opportunity: Join Our Dynamic Team as an Account Manager at Our Boutique Insurance Agency!Are you ready to fill your workdays with excitement?Do you crave the flexibility that comes with remote work?Are you ready to be part of something special?If so, DHW Insurance Brokers is ready for you!Join DHW Insurance Brokers’...


  • Walnut Creek, California, United States Jobot Full time

    Job OverviewWe are a national insurance brokerage, serving clients across the country as a trusted partner in risk management. Our division is dedicated to delivering exceptional service and expertise in Property & Casualty coverage.Key Responsibilities:Bld strong professional relationships with clients to drive business growth and retention.Assist producers...


  • Walnut Creek, California, United States Behavior Treatment & Analysis Full time

    Job DescriptionAt Behavior Treatment & Analysis, we seek a skilled Financial Operations Manager to join our team.Key Responsibilities:Manage and maintain accurate financial records, including sales, receipts, and payments.Ensure all accounts are up-to-date by balancing ledgers and preparing balance sheets.Prepare financial reports by collecting, analyzing,...

  • Accounts Payable

    4 days ago


    Walnut Creek, United States Ponder Environmental Services, Inc. Full time

    Job DescriptionJob DescriptionJob descriptionSummaryThe Accounts Payable Specialist will handle the full cycle of Accounts Payable duties and support all positions within the Accounting Department. The department is fast-paced, and work assignment priorities change rapidly. The ideal candidate will be organized and have the ability to adapt to changing work...


  • Walnut Creek, United States AlphaGraphics Full time

    Benefits: Competitive salary Paid time off Training & development As an CSR/Account Manager/Senior Print Specialist We are a custom print solutions company that takes a consultative approach to help our clients achieve their marketing goals with the best possible outcomes. At AlphaGraphics, we are committed to providing tailored solutions that align with...


  • Walnut Creek, California, United States IN WIN DEVELOPMENT USA INC Full time

    Job OverviewInWin Development USA Inc. is seeking a highly skilled Accounts Receivable Specialist to join our team. As an Accounts Receivable Specialist, you will be responsible for preparing, posting, and verifying customer payments and transactions.Key ResponsibilitiesPrepare and post customer payments and transactions in a timely manner.Verify and...


  • Walnut Creek, United States Kendra Scott Full time

    Retail Assistant Store Manager- Broadway Plaza- Walnut Creek, CAAbout Kendra Scott We are a fashion-lifestyle brand of big dreams, colorful confidence and inspired design. Founded on Family, Fashion and Philanthropy, we believe that our employees and customers are the heart and soul of our brand, and that giving back is the truest form of success. Fashion...

  • Senior Accountant

    4 days ago


    Walnut Creek, United States Mark Thomas Full time $83,000 - $137,000

    Mark Thomas is hiring a Senior Accountant to the Accounting & Finance team! The Senior Accountant is responsible for general and technical accounting functions to include the development and maintenance of accounting systems, general ledger, asset and liability records and other financial transactions, as well as the reporting of financial and statistical...

  • Senior Accountant

    4 days ago


    Walnut Creek, United States Mark Thomas Full time $83,000 - $137,000

    Mark Thomas is hiring a Senior Accountant to the Accounting & Finance team! The Senior Accountant is responsible for general and technical accounting functions to include the development and maintenance of accounting systems, general ledger, asset and liability records and other financial transactions, as well as the reporting of financial and statistical...


  • Walnut Creek, United States Jobot Full time

    This Jobot Job is hosted by: Dana StarkAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $90,000 - $110,000 per yearA bit about us:A division of a very large independent, national insurance brokerage that services clients nationwide.Why join us?We pride ourselves on our culture. We we are passionate about...