Insurance Agent - CA - On Site

About usWe are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes. Position Summary We are seeking a highly motivated and detail-oriented Assistant Account Manager to join our team. In this role, you will play a key role in supporting our Account Managers by providing administrative support, assisting with client service, and contributing to the overall success of our agency. Essencial Duties and Responsabilities Assist Account Managers with various tasks, including policy maintenance, client service requests, and preparation of proposals and presentations. Maintain accurate client records in AMS 360 or other designated insurance management systems. Assist in the processing of new business applications, renewals, and endorsements. Handle incoming calls and emails from clients and respond to inquiries promptly and professionally. Prepare and maintain client files and documentation. Assist with the organization and maintenance of agency records. Contribute to a positive and collaborative team environment. Knowledge, Skills and Abilities Willingness to learn and adapt to new challenges. Ability to work in a fast-paced environment. Excellent customer service skills Strong organizational and time-management skills Desire for professional growth and advancement within the company Education & Experience Must Have: Bachelor's degree or equivalent experience. Experience in Commercial Lines insurance. Active Property & Casualty (P&C) insurance license. Proficiency in Microsoft Office Suite and other relevant software. Strong computer skills, including experience with AMS 360 or other insurance management systems.

Created: 2025-02-08