Commercial Lines Account Assistant - Fresno, CA
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Insurance Relief
CA
Summary
The role involves managing general administrative duties, document organization, and client communications via phone and email. Additionally, the assistant will update agency management systems and assist with application processing and policy verification.
Job Description
Commercial Lines Account Assistant - Fresno, CA
The Company:
A leader in the insurance industry is urgently looking to hire a Commercial Lines Account Assistant interested in growing and empowering others in the field. With a successful track record of 60-plus years serving the Central Valley, they are paving the way for better client experiences and ensuring that employees feel supported and well-prepared.
The Benefits and Perks:
- $23.00 - $25.00/hour, depending on experience
- Monday - Friday - (37.50-hour work week)
- Full suite of benefits, including medical, dental, and vision, and a 401(k) plan
- Paid time off and paid holidays
- Hands-on training to ensure you are fully equipped for the role
Key Skills:
- 1-2 years of insurance experience (candidates with captive agency experience are encouraged to apply)
- Property & Casualty license is preferred, or willingness to obtain one
- Some commercial insurance knowledge
- Experience with insurance agency management software such as EPIC / AMS360
- Microsoft Office, carrier websites, and other relevant software systems as needed
The Core Responsibilities:
- Responsible for general administrative duties, such as document organization and filing.
- Manage incoming communication from client inquiries via phone and email.
- Keep agency management systems updated with accurate client and policy records.
- Assist with application processing and online rating procedures.
- Verify critical file information (premiums, policy numbers, claims) to ensure accuracy and compliance.
- Collaborate with internal departments to provide timely resolutions to client needs
Apply now!
Compensation / Pay Rate (Up to): $23.00 - $25.00 Per Hour
Insurance Relief was founded by insurance professionals to serve the needs of the insurance industry. We use our extensive understanding of the industry to design effective staffing strategies that help our clients become more productive and efficient. Our specialized expertise also helps us make the best possible matches between insurance organizations and job seekers.
Company size
2-10 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Fresno, California
Insurance Relief was founded by insurance professionals to serve the needs of the insurance industry. We use our extensive understanding of the industry to design effective staffing strategies that help our clients become more productive and efficient. Our specialized expertise also helps us make the best possible matches between insurance organizations and job seekers.
Company size
2-10 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Fresno, California