Assistant Commercial Lines Account Manager/CSR
Location: Aliso Viejo
Posted on: June 17, 2022
Need a Commercial Lines Account Manager for one of the largest
privately held brokers in the U.S.!
This Jobot Job is hosted by Dana Stark
Are you a fit? Easy Apply now by clicking the "Apply" button and
sending us your resume.
A Bit About Us
One of the largest privately held brokers in the U.S.
Why join us?
We focus to foster relationships that demonstrate our commitment to
exceeding the expectations of our customers, employees, partners,
and the community.
The successful candidate will be responsible for implementing the
required clerical and processing functions of a book of business,
to generate accurate and timely work product in assisting the
producer in the maintenance of files in all phases of activity.
Responsibilities Include, But Not Limited To
Updating and maintaining renewal lists and sending renewal letters
Communicating with both carriers and clients in a timely and
Checking policies, endorsements, audits and other policy documents
Using Carrier rating websites (Hartford, Travelers, etc.) or
Organizing and prioritizing workflow
Processing binders, certificates of insurance and all other policy
Performing related duties as assigned
Assisting (4) Producers and other Account Managers as needed
Providing guidance and sharing information with other team
Completing Certificates of Insurance
Processing change requests and submitting to carrier
Requesting Loss Run information from insured and/or carrier
Processing and submitting claims to insurer
Communicating with and Developing business relationships with
Obtaining information from client in order to market new and
Performing special projects and other duties as assigned
Ability to perform typing duties with verbal and/or written
Strong multi-tasking, organizational, communication & grammatical
Proficiency in MS Word, Excel, Outlook and Adobe Acrobat
Experience with Agency Management Systems (Applied/TAM experience
are strongly preferred)
Designations preferred (CIC, CPCU, CISR, AAI, ARM)
Current CA Property & Casualty Insurance License or ability to
obtain license with 6 months of hire
Ability to work independently of continuous supervision and achieve
a high-level product within requested time constraints
Minimum 3+ years of progressively responsible insurance
A positive outlook and desire to learn and grow with us
Interested in hearing more? Easy Apply now by clicking the "Apply"
Keywords: Jobot, Aliso Viejo , Assistant Commercial Lines Account Manager/CSR, Executive , Aliso Viejo, California
Didn't find what you're looking for? Search again!