Assistant Account Manager

job
  • Vensure Employer Solutions
Job Summary
Location
Woodland ,CA 95776
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
03 Jan 2025
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Job Description

About Us:

We are a dynamic and growing insurance agency specializing in providing comprehensive

commercial insurance solutions to businesses of all sizes.


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


Benefits:

• 40-hour work week (9:00 AM - 5:30 PM)

• 1 week of paid vacation and 6 sick days after 90-day introductory period

• Health insurance coverage after 90 days with the company contributing 50% of the premium

• 401(k) retirement plan with a 3% company match after 1 year of employment

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