Commercial Lines Assistant Account Manager

A well-established Insurance Agency in California is seeking a Commercial Lines Assistant Account Manager. Candidates must reside in or near one of the following locations: Roseville, Walnut Creek, San Jose, Costa Mesa, or San Diego. Hours Monday – Friday, 8:30 am to 4:30 pm Duration Temporary (no end date) Workplace 100% Remote work offered. Must reside in CA. Or, if you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required. Pay $28.50 an hour to $33.65 an hour depending on experience Benefits Weekly payroll direct deposit online time entry sick leave pay holiday pay vacation pay 401K Retirement Plan Job Duties Processing commercial certificates daily assisting the Construction team Administrative / Assistant duties as needed data entry, follow up, review, etc. Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests Process certificate requests as needed Process policy changes Complete Acord applications and submit to underwriters for new business quotes for existing clients Compare Acord applications and policies at renewal and submit to carriers for remarketing Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive. Review policy forms to confirm that insured has necessary coverages for their operation Review policies and advise insured if they can benefit from obtaining additional lines of coverage Other job duties as needed and requested by the Account Manager and/or Producer Requirements The qualified candidate must have recent experience processing Certificates of Insurance minimum 1 – 2 years’ experience working in an independent agency environment. Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate. Must be able to issues Certificates within 24 hours. Applied EPIC experience preferred Proficient with CSR24 Certificate System Have good verbal and written communication skills. Strong attention to detail. A team player. #J-18808-Ljbffr SDI Staffing