Job Title: Assistant Account Manager

Location: Woodland Hills, CA

Schedule: Monday to Friday 9:00 AM - 5:30 PM

About the Role:

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.

Responsibilities:

• 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.

Qualifications:

Must Have:

• bachelor’s degree or equivalent experience

• Experience in Commercial Lines insurance

• Active Property & Casualty (P&C) insurance license

• Proficiency in Microsoft Office Suite and other relevant software

• Strong computer skills, including experience with AMS 360 or other insurance management

systems

• Willingness to learn and adapt to new challenges

• Ability to work in a fast-paced environment

Preferred Qualifications:

• Excellent customer service skills

• Strong organizational and time-management skills

• Desire for professional growth and advancement within the company