Demo

Assistant Account Manager

HirefinderRPO
Woodland, CA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 3/31/2025

About Us:

We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.

About the Role:

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.


Responsibilities:

• 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.


Qualifications:

• 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

• Willingness to learn and adapt to new challenges

• Ability to work in a fast-paced environment


Preferred Qualifications:

• Excellent customer service skills

• Strong organizational and time-management skills

• Desire for professional growth and advancement within the company

Salary : $60,000

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