Commercial Lines Assistant Account Manager

SDI Staffing; Roseville (CA); Remote; USD 39,000 - 46,000; Full time

Benefits offered by this job

Weekly payroll

Direct deposit

Online time entry

Sick leave pay

Holiday pay

Vacation pay

401K Retirement Plan

Job summary

SDI Staffing is seeking a Commercial Lines Assistant Account Manager in California, with 1–2 years in an independent agency. The role focuses on processing Certificates of Insurance, supporting the Construction team, and handling day-to-day client needs including billing inquiries and policy changes.

You will work remotely with CA residency preferred, and there may be in-office training. Strong communication and attention to detail are essential for success in this position.

Qualifications

• Recent experience processing Certificates of Insurance (COI).
• 1–2 years’ experience in an independent agency environment.
• Strong verbal and written communication skills.
• Detail-oriented and able to work in a fast-paced setting.

Responsibilities

• Process commercial certificates daily.
• Assist the Construction team.
• Perform Administrative / Assistant duties as needed.
• Data entry, follow up, review, etc.
• Assist clients with billing inquiries, policy reviews, and change requests.
• Process certificate requests and policy changes as needed.
• Submit Acord applications for new quotes and renewal reports to carriers.
• Provide renewal quotes and bind coverage under supervision.
• Review policy forms for required coverages and advise insured on additional lines.
• Support Account Manager and Producer with other duties.

Skills

COI processing

Independent agency experience

Verbal communication

Data entry

Tools

CSR24 Certificate System

Applied EPIC

Job description

A well-established Insurance Agency in California is seeking a Commercial Lines Assistant Account Manager.

Candidates must reside in or near one of the following locations: Roseville, Walnut Creek, San Jose, Costa Mesa, or San Diego.

Hours

Monday – Friday, 8:30 am to 4:30 pm

Duration

Temporary (no end date)

Workplace

100% Remote work offered. Must reside in CA. Or, if you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required.

Pay

$28.50 an hour to $33.65 an hour depending on experience

Benefits

• Weekly payroll
• direct deposit
• online time entry
• sick leave pay
• holiday pay
• vacation pay
• 401K Retirement Plan

Job Duties

• Processing commercial certificates daily
• assisting the Construction team
• Administrative / Assistant duties as needed
• data entry, follow up, review, etc.
• Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests
• Process certificate requests as needed
• Process policy changes
• Complete Acord applications and submit to underwriters for new business quotes for existing clients
• Compare Acord applications and policies at renewal and submit to carriers for remarketing
• Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive.
• Review policy forms to confirm that insured has necessary coverages for their operation
• Review policies and advise insured if they can benefit from obtaining additional lines of coverage
• Other job duties as needed and requested by the Account Manager and/or Producer

Requirements

• The qualified candidate must have recent experience processing Certificates of Insurance
• minimum 1 – 2 years’ experience working in an independent agency environment.
• Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate.
• Must be able to issues Certificates within 24 hours.
• Applied EPIC experience preferred
• Proficient with CSR24 Certificate System
• Have good verbal and written communication skills.
• Strong attention to detail.
• A team player.