What are the responsibilities and job description for the INSURANCE AGENT - CA - ON SITE position at Vensure Employer Services?
About us
We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.
Position Summary
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.
Essencial Duties and Responsabilities
- 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.
Knowledge, Skills and Abilities
Education & Experience
Bachelor's degree or equivalent experience.
