Insurance - Commercial Lines Assistant Account Manager
Job Description
Job Description
This is a culture of caring. Our long-term employees can attest! Rancho Mesa, a privately owned insurance agency is seeking a Commercial Lines Assistant Account Manager to service and manage a book of commercial lines accounts. The Assistant Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems. The salary will be based on factors such as experience, skills, training, certifications, and education. Proven experience in an insurance commercial service role is required. Candidates with a construction background preferred.
To learn more about our company, visit us at:
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Career Growth Opportunities
Retirement Plan
Evenings Off
Life Insurance
Hands on Training
Mon-Fri Schedule
Vision Insurance
Ten Paid Holidays
Responsibilities
- Assist Account Managers in providing quality service to existing clients, account development, and reporting claims.
- Prepare Acord applications, submissions and proposals.
- Marketing including pre-qualifying new business.
- Bind renewals and new business as required.
- Perform quality control and review applications, endorsements and policies for accuracy.
- Maintain and update files in Agency Management System.
- Review insurance requirements for client contracts.
- Review and resolve certificate deficiencies.
Requirements
- California P&C license required.
- Must have 2-4 years commercial lines experience with a good understanding of insurance terminology, the functions of a broker, and the various lines of commercial insurance.
- Applied EPIC preferred.
- Excellent interpersonal and relationship building abilities with strong oral and written communication skills.
- Confident, self-starter who works well independently.
- Proficiency to multi-task, follow-thru and follow-up.
- Willingness to learn, be intuitive, resourceful and coachable.