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Personal Lines Assistant Account Manager job in Glendale

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Career Interest:  Customer Service
Insurance Discipline:  Property & Casualty
Job Type:  Full Time
State:  California (CA)
City:  Glendale
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:


Salary:  Open
Bonus/Benefits:  Salary $45-$50k


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