Assistant Account Manager

Frank Balbo Trucking; La Verne (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Hardy Insurance in La Verne, CA is seeking an Assistant Account Manager to support Senior and Account Managers by processing delegated work and delivering high-quality client service. You will maintain client details in Applied EPIC, submit applications to markets, issue certificates and endorsements, and assist with proposals for new and renewed accounts, while maintaining confidentiality and teamwork.

The ideal candidate has a high school diploma, 2+ years as an Account Assistant, and an

Qualifications

• High school diploma required.
• Associate or bachelor’s degree preferred.
• Active Property and Casualty Broker/Agent license required.

Responsibilities

• Servicing clients and delivering high-quality customer service.
• Maintain accurate detail information in the Applied EPIC system.
• Submit applications to the market and follow up to ensure timely receipt of quotations.
• Review audits and policies.
• Order and issue binders and endorsements.
• Issue Certificates and Evidence of Insurance.
• Process incoming mail and phone requests, responding in a timely manner.
• Assist clients in submitting first reports of claims.
• Provide clients with invoicing and premium finance options.
• Prepare proposals for new and renewed accounts.
• Perform online rating of quotes.
• Maintain confidentiality and discretion at all times.
• Order and send loss runs as requested.
• Communicate effectively and cooperatively to support agency business goals.

Skills

Insurance knowledge

Multitasking

Customer service

Applied EPIC

Microsoft Office

Education

High school diploma

Associate or bachelor’s degree

Active P&C license

Tools

Applied EPIC

Microsoft Office

Job description

Job Description: Assistant Account Manager

Job Title: Assistant Account Manager

Location: Hardy Insurance – La Verne, CA 91750

Reports to: Director of Accounting Management

Department: Commercial Lines

FLSA Status: Non-Exempt

Job Purpose

The Assistant Account Manager supports Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures. This role ensures efficient and accurate servicing of client accounts, providing high-quality customer service, and contributing to the overall success of the commercial lines team.

Key Responsibilities

• Servicing and Customer Service
• Maintain accurate and current detail information in the Applied EPIC system.
• Submit applications to the market and follow up to ensure timely receipt of quotations.
• Review audits and policies.
• Order and issue binders and endorsements.
• Issue Certificates and Evidence of Insurance.
• Process incoming mail and phone requests, responding in a timely manner.
• Assist clients in submitting first reports of claims.
• Provide clients with invoicing and premium finance options.
• Prepare proposals for new and renewed accounts.
• Perform online rating of quotes.
• Maintain confidentiality and discretion at all times.
• Order and send loss runs as requested.
• Teamwork
• Demonstrate a cooperative and professional attitude, adaptable to new or changing circumstances.
• Provide backup support to other teams in the Commercial Division, front desk, or other areas as needed.
• Assist in clearing backlog and completing projects as requested by the Account Manager.
• 3.Personal and Organizational Development
• Complete all required continuing education hours for state licensing.
• Pursue professional development through courses related to job functions and desired career growth.
• Set priorities and manage workflow to ensure efficient and accurate processing of tasks.
• Maintain effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
• Stay informed on industry trends, product updates, legislation, coverages, and technology.
• Communicate effectively and cooperatively to support agency business goals.

Qualifications

Education & Experience

• High school diploma required; associate or bachelor’s degree preferred.
• 2+ years of experience as an Account Assistant; 3 years preferred.
• Active Property and Casualty Broker/Agent license required.

Knowledge, Skills & Abilities

• Strong technical knowledge of insurance coverages and markets.
• Ability to multitask in a complex environment with accuracy and efficiency.
• Excellent organizational, decision-making, and customer service skills.
• Proficiency with Applied EPIC and Microsoft Office Suite.

Working Conditions

• Work is primarily office-based with extended periods of computer use.
• Must be able to pull or lift up to 15 pounds at times.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.