Assistant Account Manager - CA - On Site - Vensure Employer Solutions

About us

We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.

Position Summary

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.

Essencial Duties and Responsabilities

• 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.

Knowledge, Skills and Abilities

• Willingness to learn and adapt to new challenges.
• Ability to work in a fast-paced environment.
• Excellent customer service skills
• Strong organizational and time-management skills
• Desire for professional growth and advancement within the company

Education & Experience

• 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.