Commercial Lines Account Assistant

Jobot

Walnut Creek, CA

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JOB DETAILS

SALARY

$70,000–$80,000 Per Year

SKILLS

Administrative Skills, Brokerage, Business Administration, Claims Processing, Communication Skills, Compensation and Benefits, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Establish Priorities, Insurance, Insurance Certifications, Insurance Regulations, Insurance Sales, Interpersonal Skills, Legal, Maintain Compliance, Maintenance Services, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Real Estate, Regulations, Regulatory Compliance, Regulatory Requirements, Reporting Skills, Resolve Customer Issues, Sales Management, Service Delivery, Team Player, Time Management, Worker's Compensation

LOCATION

Walnut Creek, CA

POSTED

Today

This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $70,000 - $80,000 per year

A bit about us:

A division of a very large independent, national insurance brokerage that services clients nationwide.

Why join us?

We pride ourselves on our culture. We we are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us elevate the client experience, ensuring we grow with integrity, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees.

We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match.

Job Details

We are seeking a dedicated and knowledgeable Commercial Lines Account Assistant to join our team. In this role, you will support our commercial lines department by providing administrative assistance and managing client accounts. The ideal candidate will possess exceptional organizational skills, attention to detail, and a comprehensive understanding of insurance regulations and processes.

Responsibilities:

Client Management:

Assist in managing a portfolio of commercial clients, ensuring exceptional service delivery.
Respond promptly to client inquiries, concerns, and service requests, demonstrating expertise in insurance matters.
Collaborate with Account Managers to address client needs effectively and efficiently.
Policy Management:

Process new policy applications, renewals, endorsements, and cancellations accurately and in a timely manner.
Verify policy documentation for completeness and accuracy.
Maintain organized electronic and physical policy files, ensuring compliance with regulatory requirements.

Assist Account Managers in preparing reports, presentations, and proposals for clients.
Coordinate with various departments to gather necessary information and documentation for policy servicing and claims processing.
Maintain accurate client and policy data in agency management systems.
Relationship Building:

Cultivate strong relationships with clients, carriers, and other stakeholders through effective communication and professionalism.
Participate in client meetings, as needed, to provide support and contribute insights coverage matters.
Requirements:

Bachelor's degree in Business Administration, Insurance, or related field preferred.
Minimum of 1 year of experience in a similar role within the insurance industry, with a focus on real estate preferred.
Understanding of Worker's Compensation regulations, policies, and procedures a plus.
Proficiency in insurance agency management systems and Microsoft Office Suite.
Excellent communication, interpersonal, and customer service skills.
Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
Relevant insurance certifications (e.g., CISR, CIC) a plus.

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

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com