Commercial Insurance Assistant

A well-established Insurance Agency in California is seeking a Commercial Lines CSR / Assistant Account Manager.

Candidates must reside in or near one of the following locations:

Roseville, Walnut Creek, San Jose, Bakersfield, Costa Mesa, or San Diego.

• WORKPLACE:
Hybrid – 3 days remote and 2 days in office

• PAY: $25.00 to $35.00 an hour depending on experience

• BENEFITS:
Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

• Processing commercial certificates daily; assisting the Construction team.
• Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests
• Process certificate requests as needed
• Complete Acord applications and submit to underwriters for new business quotes for existing clients
• Compare Acord applications and policies at renewal and submit to carriers for remarketing
• Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive.
• Review policy forms to confirm that insured has necessary coverages for their operation
• Review policies and advise insured if they can benefit from obtaining additional lines of coverage
• Other job duties as needed and requested by the Account Manager and/or Producer

• The qualified candidate must have recent experience processing Certificates of Insurance, minimum 1 – 2 years’ experience working in an independent agency environment.
• Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate.
• Must be able to issue Certificates within 24 hours.
• Proficient with CSR
  24 Certificate System
• Have good verbal and written communication skills.
• Strong attention to detail. A team player.