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Insurance Agent P&C

HirefinderRPO
Woodland, CA Full Time
POSTED ON 4/7/2025
AVAILABLE BEFORE 5/3/2025

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
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