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Assistant Commercial Lines Account Manager - Insurance Industry

The Misch Group
Walnut Creek, CA Full Time
POSTED ON 1/9/2025
AVAILABLE BEFORE 3/18/2025

Assistant Commercial Lines Account Manager

Independent insurance broker is seeking an Assistant Commercial Lines to assist with our Condo department. This position will be responsible for providing timely and professional day-to-day client service working closely with the assigned Account Executive or Producer.


Responsibilities:

  • Working knowledge of Property and Casualty accounts.

  • Research and compile answers to client policy and coverage questions

  • Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.

  • Experience with multiple carrier underwriters and online rating portals

  • Identify, compile and manage information regarding account renewals.


Qualifications:

  • Min of 2 year of insurance industry experience working with Commercial Insurance.

  • Applied Epic

  • CA PC license

  • Knowledge of Insurance and/or Brokerage business

  • Technical knowledge of product area or industry

  • Ability to provide consultation and expert advice to management on risk management issues.

  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)

  • Professional verbal and written communication skills

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