Job Title: Assistant Account Manager
Location: Woodland Hills, CA
Schedule: Monday to Friday 9:00 AM - 5:30 PM
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
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