Insurance Account Manager Assistant

Account Manager Assistant Job Description

Job Title: Account Manager Assistant

Purpose: The purpose of the position is to work with the team to service clients and perform administrative service projects.

Position Benefits:

• Excellent salary and performance bonuses
• Comprehensive employee benefits including major medical, dental, vision, life, long term disability and a 401k plan with employer matching contribution
• Generous Paid Time Off (PTO) schedule
• Positive and professional work environment
• Excellent career advancement potential to an Account Executive position
• Paid licensing and paid continuing education including CISR, CIC, and CRM
• Comprehensive initial orientation and ongoing training is provided

Primary Responsibilities:

• Respond to Account Manager and Producer requests timely and effectively
• Respond to client requests timely and effectively
• Set up electronic client marketing files
• Create renewal marketing information for the Account Manager to send to the client
• Order loss runs for marketing files and save in the computer system
• Add and maintain client electronic files according to agency procedures
• Perform rating functions on various carrier websites
• Process policies, endorsements and endorsement requests according to agency procedures and timeframes
• Issue certificates of insurance and vehicle identification cards,
• Accomplish projects and tasks on a current basis
• Download and manage insurance company endorsements
• Manage the policy notices of cancellations
• Check and invoice audits

Qualifications:

• High school diploma
• California Insurance License
• Excellent verbal and written communication skills
• Minimum of 2 year’s prior experience as an assistant in an insurance agency
• Energetic and willing to learn

Job Type: Full\-time

Pay: $30\.00 \- $35\.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Experience:

• Insurance: 2 years (Required)

License/Certification:

• California Insurance License (Required)

Work Location: Hybrid remote in Pasadena, CA 91105