Commercial Lines Assistant Account Manager

Work in office minimum of 3 days per week - 2 days at home after introductory period.

Work 37.5 hour weeks - this is an hourly position

Flexible start times

Salary range based on experience and TAM experience

PRIMARY OBJECTIVES: Assist Account Manager in service of Property & Casualty Accounts AND handle some small business accounts.

• Support and incorporate core values into daily activities
• Exhibit a respectful and positive attitude towards coworkers, clients, and management
• Work as a team member
• Maintain confidentiality of all information related to clients, customers, employees, carriers, or other information, as appropriate

Duties and Responsibilities:

• Assist – Gather detail risk/underwriting information
• Assist – Select potential placement markets
• Assist – Negotiate with company underwriters
• Assist – Select markets
• Assist - Check company issued policies
• Assist - Prepare and issue binders
• Assist - Process renewals
• Handle some small accounts on their own
• Online rating with various insurance company portals
• Prepare and issue Certificates of Insurance and Evidences of Insurance
• Prepare insurance applications
• Monitor outstanding quote requests
• Prepare and issue Auto ID cards
• Run MVRs
• Prepare policy endorsements and/or requests
• Monitor outstanding endorsement requests
• Maintain account files in Agency Management system Applied/TAM
• Review suspense on daily basis
• Deliver policy package to Account Manager or Producer
• Transmit policies to clients in policy binder book, or electronically as directed by Account Manger
• Order and send out loss runs as requested
• Renewal Certificate projects
• Must participate in D.O.I. Continuing Education program
• Meet agency guidelines for timely processing of the work
• Have the ability to back up and help team with front desk, assisting with certificate projects, helping clear back-log, training new hires and taking on projects at the request of your supervisor.

Qualifications:

• 5-7 years of Commercial Lines Property & Casualty Insurance Preferred
• Computer experience required - Applied/TAM preferred
• Exceptional Communication skills – oral & written
• Hold current and valid Property and Casualty Insurance license
• Organized, detailed and attention to detail
• Has ability to multi-task in complex working environment with accuracy and proficiency
• Possess above average computer skills, become proficient in various needed programs, such as TAM and insurance carrier portals
• Sitting for extended periods using computer equipment
• Adequate mobility and manipulation for service calls
• Appropriate business dress

Job Type: Full-time

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 5 years

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• What agency management systems to you have experience with? Applied / TAM?

Education:

• High school or equivalent (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Torrance, CA 90501