Commercial Lines Assistant Account Manager I

Morris & Garritano Insurance; Irvine (CA); On-site; USD 10,000 - 60,000; Full time

Job summary

Morris & Garritano Insurance recherche un Assistant Account Manager pour aider les gestionnaires d'assurance à traiter les renouvellements pour des clients dans le secteur de la construction. Ce poste requiert une organisation minutieuse, une communication professionnelle et un engagement envers le travail d'équipe. Une expérience avec Microsoft Office et un diplôme de secondaire sont essentiels. La flexibilité des heures et des prestations telles que l'assurance-vie et un plan d'épargne 401(k) sont incluses.

Benefits

Programme d'assistance aux employés

Congés payés, jours fériés et temps de maladie

Assurance invalidité et vie

Plan d'épargne 401(k) avec contrepartie

Heures de travail flexibles

Qualifications

• Diplôme de secondaire requis.
• Licence de propriété & responsabilité requise dans les six mois.
• Capacité à apprendre de nouvelles applications.

Responsibilities

• Assister les gestionnaires de comptes dans le processus de renouvellement d'assurance commerciale.
• Fournir un service à la clientèle interne de qualité.
• Maintenir des fichiers clients avec une documentation excellente.

Skills

Communication

Organisation

Collaboration

Attention aux détails

Education

Diplôme de secondaire

Licence de propriété & responsabilité de Californie

Tools

Microsoft Office

Job description

Why join Morris & Garritano?

Our CULTURE!!!

Agency Awards, Recognition & Accomplishments:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
• Leaders of Influence – Insurance by Orange County Business Journal (2023)

How you will be Compensated

• $20.00-$26.00/hr Depending on Experience
• Employee Assistance Program
• Paid Time Off, Holidays, and Sick Time
• Disability and Life Insurance
• 401(k) with match
• Flexible Spending Plan
• Flexible Working Hours

Who you Are:

• You enjoy producing high quality, detailed work
• You pride yourself in your disciplined and sincere approach to the task at hand
• You love having a team of peers who care about supporting each other
• You excel at handling multifaceted clerical work
• You thrive in an environment where you continually learn and grow

What you will Do:

• You will work in our beautiful Irvine office 5 days a week.
• You will assist multiple Account Managers with the commercial insurance renewal process for our business clients in the specialized vertical of Construction
• You will provide quality internal customer service to peers by maintaining relationships, managing expectations, and using professional communication that is friendly, timely and clear.
• You will execute service requests such as policy/billing research, payments, proofs of insurance and endorsement requests
• You will maintain client files with excellent documentation and organization of data
• You will elevate client service requests or coverage concerns to Account Manager, Supervisor or Risk Advisor as appropriate.

Qualifications

• High school degree
• Proficient in Microsoft Office as well as ability to learn new applications
• Current California Property & Casualty license or required within six months of becoming an Assistant Account Manager