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Personal Lines Assistant Account Manager job in Glendale

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Pacific Recruiting jobs
Career Interest:  Customer Service
Broker/Agency
Insurance Discipline:  Property & Casualty
Job Type:  Full Time
State:  California (CA)
City:  Glendale
Address: 
Glendale, CA, USA (Show on map)

Personal Lines Assistant Account Manager. Glendale, CA.

Top 25 insurance broker position seeking two plus years of similar experience (high net worth exposure would be a plus).

Assist the Personal Risk Management division staff performing all aspects of account management, marketing, sales and service for Personal Lines business

Primary Responsibilities and Duties:
• Download of renewals, endorsements and new lines and other documents from applicable carriers and electronically on a daily basis and distribute them to appropriate AE.
• Maintain agency management system by inputting and updating for all policy information
• Scan new and renewal policies
• Issue certificates of insurance and auto ID cards under the direction of the AE and/or Producer
• Run MVR and CLUE reports as needed
• Initiate the application process when quoting new/renewal business
• Update summaries and schedules of insurance
• Prepare renewal, billing, and new business correspondence
• Follow up on all change requests, endorsements, and other outstanding documents and changes
• Any other duties that may by assigned from time to time by the Team Leader and Account Executives

Requirements and Qualifications:
• 2+ years’ experience at insurance brokerage in Private Client/Personal Lines required
• Associates degree, some college, or personal insurance experience preferred
• Valid CA State Property & Casualty brokers’ license preferred
• Agency management system experience required, AMS 360 and WorkSmart preferred
• Ongoing education regarding industry knowledge and changes
• Excellent verbal and written communication skills
• Proficient in computer applications, esp. in Microsoft Office Suite

Salary $45-$50k.
Please contact Harvey Dorland @ 936-597-6500 or email: Hdorland@Ez2.net

 

Salary:  Open
Bonus/Benefits:  Salary $45-$50k
06/13/2017

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