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Assistant Commercial Lines Account Manager/CSR

Company: Jobot
Location: Aliso Viejo
Posted on: June 17, 2022

Job Description:

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.

Job Details

Job Description

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 as requested

Communicating with both carriers and clients in a timely and professional manner

Checking policies, endorsements, audits and other policy documents for accuracy

Using Carrier rating websites (Hartford, Travelers, etc.) or something similar.

Organizing and prioritizing workflow

Processing binders, certificates of insurance and all other policy information updates

Performing related duties as assigned

Assisting (4) Producers and other Account Managers as needed

Providing guidance and sharing information with other team members

Completing Certificates of Insurance

Processing change requests and submitting to carrier

Requesting Loss Run information from insured and/or carrier

Processing endorsements

Processing and submitting claims to insurer

Communicating with and Developing business relationships with clients

Obtaining information from client in order to market new and renewal policies

Performing special projects and other duties as assigned

Job Requirements

Ability to perform typing duties with verbal and/or written direction

Strong multi-tasking, organizational, communication & grammatical skills

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 experience

A positive outlook and desire to learn and grow with us

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Aliso Viejo , Assistant Commercial Lines Account Manager/CSR, Executive , Aliso Viejo, California

Click here to apply!

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