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Commercial CSR / Assistant Account Manager job in Orange

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

Commercial CSR / Assistant Account Manager. Orange, CA.

This position is with a nice size regional insurance agency that pays 100% of your health insurance costs, puts 3% into your 401k (even if you don’t contribute), and has a profit sharing and pension plan that start after you’ve been there for a year.

The client asks for 2+ years of retail agency support experience.
A P&C license is preferred but not required.
AMS 360 is their agency management system.

Primary Responsibilities:

1. Respond to Account Manager, Senior Account Manager and Account Executive requests in a timely, effective and professional manner
2. Respond to client requests in a timely, effective and professional manner
3. Follow agency systems, procedures and timeframes
4. Set up client marketing files according to agency procedures and timeframes
5. Add and maintain client files on the computer according to agency procedures
6. Perform rating functions on various carrier websites
7. Process policies, endorsements and endorsement requests according to agency procedures and timeframes
8. Issue certificates of insurance, insurance applications, identification cards, etc., according to agency procedures and timeframes
9. Compose letters to clients and insurance carriers according to form letters in data porter.
10. Keep suspense items current according to agency procedures
11. When necessary, contact clients and/or insurance carriers for information or to perform service
12. Make photocopies and scan various documents
13. Perform miscellaneous projects as requested by supervisor
14. Attend 90% of all training and meetings held by the agency
15. Adhere to agency’s attendance policy

Salary $40-$60k (DOE).
They offer 2 weeks of vacation plus 6 PTO days.

Please contact Harvey Dorland @ 936-597-6500 or email:


Salary:  $45,000 - $60,000
Bonus/Benefits:  Salary $40-$60 + great benefits


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