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Assistant Account Manager

DHW Insurance Brokers

California (MO)

Remote

USD 10,000 - 60,000

Full time

30+ days ago

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Job summary

Join a dynamic team as an Assistant Account Manager in a fully remote role! This position is perfect for someone who thrives in a supportive environment and excels at customer service, organization, and critical thinking. You'll assist Account Managers, manage back-office operations, and ensure that clients receive timely support. This innovative firm values dedication and empathy, offering a rewarding career path in the insurance industry. If you're looking to grow your career while having fun at work, this opportunity is for you!

Qualifications

  • Active California Property and Casualty insurance license is required.
  • Minimum 2 years’ experience in the insurance industry.

Responsibilities

  • Provide outstanding customer service and assist Account Managers.
  • Manage back-office operations and handle billing inquiries.

Skills

Customer Service
Critical Thinking
Organization
Active Listening
Problem-Solving
Attention to Detail
Multitasking

Education

California Property and Casualty Insurance License
2+ years experience in insurance

Job description

Assistant Account Manager (100% Remote) – DHW Insurance Brokers

Are you ready to have FUN at work and love your job? Looking to advance your career? If so, DHW Insurance Brokers is ready for you!

Join the dynamic team at DHW Insurance Brokers as a dedicated, detail-oriented, and highly empathetic Assistant Account Manager. This 100% remote role provides crucial support to Account Managers in client account tasks and back-office management. If you excel in organization, critical thinking, and customer service, we encourage you to apply.

Key Responsibilities:
  • Provide outstanding customer service with a strong sense of urgency in resolving member issues.
  • Assist Account Managers with various tasks.
  • Manage back-office operations, including training and accurate execution of tasks.
  • Handle certificates, endorsements, loss runs, MVRs, and cancellations.
  • Process billing inquiries and follow up on non-payment issues.
  • Ensure timely issuance of renewal certificates and Auto ID cards.
  • Maintain accurate records with strong adherence to documenting and naming standard procedures.
  • Utilize a strong follow-up system to ensure timely completion of tasks.
  • Take detailed notes and actively listen to understand client needs.
  • Provide backup support to team members as needed.
  • Assist with document communication and respond promptly to emails, calls, and mail.
  • Collaborate with Account Managers on account activities and potential issues.
  • Mentor other assistant account managers and contribute to personal and organizational development.
Requirements:
  • Active California Property and Casualty insurance license.
  • Minimum 2 years’ experience in the insurance industry.
  • Construction background a plus.
  • Highly empathetic with strong active listening skills.
  • Strong attention to detail and critical thinking abilities.
  • Excellent organizational and multitasking skills.
  • Proactive problem-solving mindset.
  • Strong note-taking abilities and adherence to documentation standards.
  • Ability to manage multiple priorities with a strong follow-up system.
Why DHW Insurance Brokers?

At DHW Insurance Brokers, we take a unique approach driven by Dedication, Heart, and Wisdom. As a member of the Independent Insurance Agents and Brokers Association, DHW is a privately held risk management and insurance consulting firm with a professional and experienced team.

If you are ready for a challenging and rewarding role, submit your resume and cover letter today! We look forward to welcoming you to our dynamic team at DHW Insurance Brokers.

DHW Insurance Brokers is an Equal Opportunity Employer.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

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