Asst Account Manager

Asst Account Manager

What’s the opportunity?

The Asst Account Manager will provide support to the Commercial Lines Department.  In addition to a minimum of 3 years of experience with commercial lines insurance, professionalism, attention to detail and client service will be crucial to succeed in the position.

What will I be doing?

  • Assist with day-to-day servicing of commercial book of business including administrative tasks, documentation, creation, and communication with client and insurance carriers.
  • Prepare and present various documentation for approval, such as Certificates of Insurance and Summaries of Coverage.
  • Create and maintain database and spreadsheet files.
  • Support the renewal process for new and existing accounts.
  • Maintain relationships with clients and insurance carrier representatives, attending meetings
  • Prepare, organize, and manage a timely and accurate task or suspense system, viewable to supervisor(s).
  • Provide guidance and training to other team members and occasionally supervise subordinates
  • Monitor performance to maintain productivity, efficiency, and service standards


What skills do I need?

  • High school diploma or equivalent.
  • Possess and maintain a valid California Property and Casualty License.
  • 3+ years of experience working in the California Insurance Industry.
  • Intermediate to advanced-level proficiency in Microsoft 365 software (Excel, PowerPoint, Word, and Outlook.

In addition, we’d like you to have

  • Excellent customer service, listening, and conflict resolution skills.
  • Exceptional organizational and time management skills.
  • Ability to work independently and within a team, following instructions and accepted practices to complete assignments.


  • Compensation ranges between $22.00 to $37.00 hourly with bonus incentive opportunity.
  • Flexible work arrangements, including hybrid work options. Work Schedule for this position is Monday – Friday: 8:30 am – 5:30 pm PT (hybrid 2-3 days in office)
  • Comprehensive health, dental, and vision coverage with significant employer premium coverage
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Health Savings Accounts (HSA)
  • Short Term Disability, Long Term Disability, Long-Term Care, and Basic Life and Accidental Death & Dismemberment insurance
  • Supplemental coverage: Accident Insurance, Critical Illness, and Hospital Indemnity
  • 401(k) retirement plan with employer matching
  • Employee Assistance, Employee Discount Programs and Employee Perks Program
  • 10 days of Paid Time Off
  • Sick Time
  • 10 paid Holidays

Job Ref #:       44TX

Location:         Westlake Village, CA

This company is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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