Account Technician

Job Summary

We are seeking an Account Technician for a direct hire opportunity in Fresno, CA within the insurance industry. This role is ideal for an organized, customer-focused professional with 1 to 2 years of experience who is interested in building a long-term career in insurance support, client service, and agency operations.

The Account Technician will support assigned teams and agents with daily tasks related to maintaining existing business and helping secure new business. This is a great opportunity for someone who enjoys detail-oriented work, professional communication, and being a dependable part of a collaborative support team. The position offers valuable hands-on training, exposure to insurance workflows, and the opportunity to develop technical knowledge in systems, carrier processes, policy documentation, and client service.

This role is a strong fit for someone who wants to grow in a stable professional office environment with supportive leadership, teamwork, and opportunities to build insurance industry expertise.

Key Responsibilities

- Support agents and internal team members with daily insurance service, processing, and administrative activities.
- Prepare and update submission applications, supplemental applications, marketing files, and carrier submission materials.
- Order and process loss runs, MVRs, change requests, verifications, endorsements, and related insurance documentation.
- Maintain expiration lists, suspense items, carrier files, marketing databases, and loss run carrier information.
- Prepare policies for client delivery and assist with certificates of insurance, evidence of property insurance, premium collection, and cancellation notices.
- Generate routine correspondence and assist other team members or office departments as needed.

Compensation and Benefits

- Salary Range: $41,600 to $44,000 per year.
- Job Type: Direct Hire.
- Location: Fresno, CA.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Required Qualifications and Skills

- Support insurance account servicing activities, including submissions, endorsements, policy delivery, certificates, and client documentation.
- Maintain accurate records in AMS 360, marketing folders, suspense systems, carrier files, and internal databases.
- Assist agents and account teams with maintaining existing business and supporting new business opportunities.
- Process routine correspondence, change requests, verifications, loss runs, MVRs, and related insurance service tasks.

- 1 to 2 years of professional experience preferred, ideally in customer service, office support, insurance, or a related environment.
- High school diploma or equivalent required.
- Customer service experience preferred.
- Must be proficient with Microsoft Outlook and Word, with working knowledge of Excel.
- Ability to type a minimum of 35 WPM.
- Willingness and ability to learn AMS 360 and become proficient with agency systems and workflows.
- Ability to read and interpret insurance policy language, procedure manuals, memos, emails, and professional correspondence.
- Strong written and verbal communication skills, including the ability to communicate professionally by phone, email, and in small group settings.
- Ability to follow written, verbal, and diagram-based instructions and apply common sense to solve routine problems.
- Detail-oriented, organized, dependable, and able to manage multiple tasks in a team-focused environment.
- Must participate in seminars, classes, and continuing education for knowledge and skill development.
- Must obtain an active Property and Casualty Insurance License within 6 months from date of hire to be considered for continued employment.
- Must be able to sit regularly, use hands for computer and document handling, talk, hear, and occasionally stand, walk, and reach.

Preferred Qualifications

- Previous experience in an insurance agency, brokerage, carrier, or client service support role.
- Familiarity with AMS 360 or similar agency management software.
- Interest in developing a long-term career in property and casualty insurance.
- Strong accuracy, follow-through, and ability to support a busy team environment.