What are the responsibilities and job description for the Assistant Account Manager position at New Level Resources?

Job Description

Title : Assistant Commercial Account Manager

Compensation Range : $65,000-$70000

Schedule : Monday - Friday 8 : 30 a.m. to 5 : 30 p.m

Location : Westlake Village, CA (remote or hybrid may be considered)

As the Assistant Account Manager, you will join a dynamic team dedicated to delivering exceptional client service while growing your career in the insurance industry. You will collaborate closely with Account Managers to provide innovative solutions and build strong relationships with clients and insurance carrier representatives. You’ll be an essential part of ensuring seamless service, handling a designated book of business with professionalism and expertise.

What You’ll Do as an Assistant Commercial Account Manager :

Assist with day-to-day servicing of assigned commercial accounts, ensuring adherence to company standards.
Perform technical and administrative tasks, including creating, editing, and processing insurance-related documentation.
Prepare, review, and present Certificates of Insurance, loss history requests, coverage inquiries, and other key documents.
Support the renewal process for new and existing accounts.
Follow up with carriers for policy issuance, invoices, binders, and necessary documentation.
Maintain and build relationships with clients and insurance carrier representatives.
Prepare, organize, and manage a timely and accurate task or suspense system viewable by supervisors.

What You’ll Need to Succeed as Assistant Account Manager :

High school diploma required; bachelor's degree preferred.

Must possess and maintain a valid California Property and Casualty License.

Strong knowledge of business service functions, insurance terminology, and various lines of commercial insurance.

Familiarity with underwriting and rating principles.

Minimum of three years of experience in the California insurance industry.

Ability to manage complex projects while meeting tight deadlines.

Strong interpersonal skills, demonstrating tact, diplomacy, discretion, and professionalism.

Excellent conflict resolution abilities.

High ethical standards and integrity in business practices.

Exceptional written and verbal communication skills, fostering collaboration and professionalism.

Strong organizational and time management skills to effectively prioritize tasks.

Ability to maintain a positive, professional demeanor while interacting with employees, clients, and vendors.

What Chivaroli & Associates Offers You :

Comprehensive health, dental, and vision coverage with significant employer premium coverage

Flexible Spending Accounts (FSA) traditional and dependent care

Health Savings Accounts (HSA)

Short Term Disability, Long Term Disability, Long-Term Care, and Basic Life and Accidental Death & Dismemberment insurance

Supplemental plans including Accident Insurance, Critical Illness, and Hospital Indemnity Coverage

401(k) retirement plan with employer matching

Employee Assistance & Employee Discount Programs

Employee Perks Program

Flexible Time Off

10 paid Holidays

Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)

Pet Insurance

Commuter Benefits

Flexible work arrangements

Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.

Compensation

65,000-$70,00 annually, may be eligible for additional, discretionary incentive compensation based on the individual and the firm’s performance.

Compensation will be determined by several factors including educational background and experience.

About Chivaroli & Associates :

Chivaroli & Associates is a premier full-service brokerage and consulting firm exclusively dedicated to serving the unique needs of the healthcare industry. Our expertise in customized property and casualty insurance, as well as alternative risk funding solutions, allows us to establish close partnerships with healthcare organizations. By gaining an intimate knowledge of their operations, structure, and financial objectives, we ensure that we deliver tailored insurance and risk transfer products to address the challenges faced by health systems, practitioners, and all participants in the continuum of care.

Chivaroli & Associates is an equal opportunity employer and is committed to providing a workplace free from discrimination and harassment. We welcome all employees and applicants regardless of race, color, religion, sex (including pregnancy, childbirth, and related medical conditions), national origin, age (40 and older), disability (mental or physical), genetic information, military or veteran status, or any other characteristic protected under federal, state, or local laws. In compliance with California law, Chivaroli & Associates adheres to all state and local regulations, including the California Fair Employment and Housing Act, as enforced by the California Civil Rights Department (CRD).

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Salary : $65,000

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