Commercial Lines Assistant Job at Insurance Search Specialists, Irvine, CA

QkkvWkdkd1FlU1YyaFBvRk5ic1VQM3NL
  • Insurance Search Specialists
  • Irvine, CA

Job Description

Job Description

Job Description

We are seeking a dedicated and highly organized Commercial Account Manager Assistant to support our account management team in delivering exceptional service to our commercial clients. This fully remote position allows for flexibility but also requires strong self-management skills.

Compensation & Perks:

  • Base Salary: $60,000 - $65,000
  • Comprehensive benefits package including medical, dental, vision, wellness, FSA, and 401k.
  • Generous paid time off.
  • A culture that emphasizes work-life balance.

Responsibilities:

  • Assist Commercial Account Managers in managing a book of commercial insurance business.
  • Utilize Applied Epic to maintain accurate records of all client interactions, policy renewals, and endorsements.
  • Perform data entry and validation in Applied Epic, ensuring all information is up-to-date and accurate.
  • Provide exceptional customer service by responding promptly to client inquiries.
  • Collaborate with the Commercial Account Manager to prepare quotations, proposals, and insurance summaries for current and prospective clients.
  • Review and analyze policy documents, endorsements, and audits for accuracy.
  • Generate certificates of insurance, ID cards, and policy change requests.
  • Assist in preparing presentation materials for client meetings.
  • Provide administrative support such as scheduling meetings, maintaining calendars, and performing general clerical tasks.

Requirements:

  • Experience in commercial insurance.
  • Applied Epic experience is strongly preferred.
  • California Insurance License preferred.
  • Excellent written and verbal communication skills.
  • Strong organizational and multitasking skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).

Contact Insurance Search Specialists for more details about this position and to explore other opportunities within commercial lines insurance, personal lines, private client services, employee benefits, and other brokerage roles, please visit

Categories: Commercial Lines Insurance, Retail Insurance Brokerage, work from home

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.

Company Description

About Us\r\nInsurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. \r\n\r\nWith over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.\r\n\r\nWe specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.\r\n\r\nContact us today to learn how we can help you take the next step in your career.

Job Tags

Local area, Remote job,

Similar Jobs

Hogsalt

Barista/Server (Part-Time) Job at Hogsalt

 ...need someone who can navigate a bustling environment with grace and make good decisions on the fly. Familiarity with third wave coffee shop culture is a plus, but not a necessity. Evening, weekend and holiday availability is a requirement. Hogsalt's Ciccio Mio in River... 

Noblis

Software Developer (All Levels) Job at Noblis

 ...Responsibilities Noblis is seeking to hire a Software Developer with an ACTIVE Top Secret Clearance. As a Software Developer, you...  ...and superior demonstration of our service standards. Full-time and part-time employees working at least 20 hours a week on a regular... 

3500 Square LLC

Medical Coder II Job at 3500 Square LLC

 ...recognized professional coding certification , such as: Certified Professional Coder (CPC) , Registered Health Information Technician (RHIT) , Registered Health Information Administrator (RHIA) , or Certified Coding Specialist Physician (CCS-P) . and ONE of the... 

FEDERAL MANAGEMENT PARTNERS INC

UX/UI Designer Job at FEDERAL MANAGEMENT PARTNERS INC

 ...Employers (CARE) Award as well as a place in the Washington Post's Top Places to Work.FMP Consulting is currently seeking a Junior UX/UI Designer to join our growing team.As a UX/UI Designer at FMP, you will have the unique opportunity to: Conduct user research,... 

Focused Staffing

Special Education Resource Teacher Job at Focused Staffing

 ...Job Description Job Description Special Education Resource Teacher Position Purpose: Under the general supervision of the School Principal, to facilitate student success and growth in academic and interpersonal skills through implementing district approved curriculum...