Billing, Change Requests/Orders, County Ordinances, Insurance, Insurance Documentation, Insurance Sales, Microsoft Excel, Microsoft Outlook, Microsoft Word, Presentation/Verbal Skills, Problem Solving Skills, Property and Casualty Insurance, Software Administration, State Laws and Regulations, Typing
Ultimate Staffing is actively seeking an experienced Commercial Lines Account Technician to join their client's team in California. This role is ideal for individuals who are looking to grow in the insurance industry, offering the opportunity to work closely with agents and support the team in managing both existing and new business transactions.
Responsibilities:
As a Commercial Lines Account Technician, the successful candidate will be responsible for:
- Becoming proficient with AMS 360.
- Processing and maintaining expiration lists.
- Preparing and updating submission applications in AMS.
- Setting up submission files in the marketing folder.
- Ordering loss runs and MVRs.
- Creating and updating supplemental applications.
- Learning carrier preferences and reviewing applications for adequate insurance.
- Submitting applications to assigned carriers and rating applications online.
- Creating proposals and generating routine correspondence.
- Managing and maintaining AMS suspense and carrier files.
- Maintaining loss run carrier database.
- Meeting with agents as needed and processing invoices.
- Checking policies for accuracy and compliance with requested coverage.
- Reviewing policies for gaps in coverage exclusions.
- Preparing policies for delivery to clients and processing change requests.
- Reviewing and processing endorsements.
- Issuing certificates of insurance and assisting with premium collection.
- Assisting in other areas as needed within the team and throughout the office.
Requirements:
- An Associate degree, prior insurance experience, or 1+ years of general office experience.
- Proficiency with Outlook and Word computer programs and a working knowledge of Excel.
- Typing speed of at least 35 words per minute.
- Participation in seminars/classes for knowledge, skill development, and continuing education.
- Ability to read and interpret insurance policies and procedure manuals.
- Effective presentation skills in one-on-one or small group settings.
- Common sense understanding to carry out instructions in various forms.
- Problem-solving ability in standardized situations.
- An active Property and Casualty Insurance License must be obtained within 4 months from the date of hire.
Additional Information:
Salary: $22 - $25 per hour
Work Hours: 8:00 AM - 5:00 PM, Monday to Friday
Location: Onsite in California
For those who meet the requirements and are eager to learn and grow in a supportive and dynamic environment, this position offers an excellent opportunity. Please apply directly to this job posting for consideration.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.