PL Account Manager Assistant

PL Account Manager Assistant

The PL Account Manager Assistant will manage and maintain all aspects of the Personal Lines book of business for the PL Account Manager.  This is not a hybrid or remote position.

Job Description (including but not limited to the following):

  • Manage and maintain all aspects of the Personal Lines book of business
  • Quoting, marketing to various carriers, bind coverages
  • Checking policies for proper coverages
  • Issuing certificates/evidence of property as well as Issuing auto id cards
  • Invoicing and duties related to AP
  • Process renewals, endorsements and cancellations.
  • Other duties as needed per the management staff
  • Ability to communicate and utilize carrier sites.
  • Enter all customer data in detail into the company’s management system including attaching supporting documentation.
  • Provide support to the Producers on quoting new and existing business
  • Quoting on multiple carrier sites
  • Complete applications and prepare proposals
  • Perform other duties as required by management, or other senior management.

Skills and Requirements:

  • High School diploma or equivalent. Higher education is helpful
  • Personal Lines Insurance License is required
  • Epic experience is a huge plus but not necessary.
  • Good understanding of business service functions.
  • Very strong knowledge of Microsoft Office (specifically Word, Excel and PowerPoint)
  • Able to switch gears if and when needed to complete priority tasks that arise.
  • Someone who would be able to pick up things quickly to get job at hand done.
  • Must be willing to ask questions when issues arise
  • Previous related administrative and/or financial institution experience preferred
  • Great customer service skills
  • Some accounting skills may be helpful

This is temporary position for approximately 4 to 6 months or longer located in the San Fernando Valley.  The pay range is $23 to $25 hourly.

Job reference #:       44SY

Location:                    Valley Village, CA

Royal Staffing Services will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

Apply Now

Website Designed and Built by Elimint | Log in