Commercial Lines Account Assistant - Walnut Creek, CA
A stellar insurance agency wants to add a top-tier Commercial Lines Assistant to join its growing team. Located in the beautiful city of Walnut Creek, CA, and with over 50 years of experience in this industry, this high-level agency continues to grow by taking great care of its employees and clients. If you would love to excel in your career this is a great opportunity with a great agency!
What’s in it for you?
- $60,000 - $70,000 annual salary depending on experience
- Full suite of benefits: medical, dental, and vision
- Paid time off and paid company holidays
- 401(k)
What we need from you:
- Experience - 2+ years of office experience in Commercial Lines Insurance
- Licensed - You have your active Property & Casualty license
- Knowledge - Strong understanding of insurance terminology, concepts, and coverages preferred
- Software - Applied Epic, Microsoft Office: Excel, Word, and Adobe, and Agency Management Systems (IMS)
The Position:
- Give helpful and professional service and insurance needs to clients and Account Managers
- Responsible for processing binder requests, endorsements, checking policies, etc.
- Ensure to verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc.
- Build a kind and positive customer service experience via all communication
- Correctly answers questions about product, pricing, availability, etc.
- Enter data into the agency management system.
APPLY NOW!
Why Insurance Relief™?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers, and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities.
Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.
