Growth-Oriented Assistant Account Manager

ALKEME Insurance; La Verne (CA); On-site; USD 42,000 - 58,000; Full time

Job summary

Hardy Insurance in La Verne, CA is seeking an Assistant Account Manager to support senior staff in servicing commercial client accounts. The role emphasizes accurate processing, timely responses, and high-quality customer service.

Responsibilities include data entry in Applied EPIC, submitting market applications, issuing certificates, and assisting with claims and invoicing. A P&C license and relevant experience are preferred; the position is office-based.

Qualifications

• Requires strong insurance knowledge and attention to detail.
• Multitask effectively in a busy environment to support clients.
• Excellent organizational and customer service skills required.
• Proficiency with Applied EPIC and MS Office is expected.

Responsibilities

• Maintain accurate client details in the Applied EPIC system.
• Submit market applications and follow up for quotations.
• Review audits and policies; order binders and endorsements.
• Issue Certificates and Evidence of Insurance; assist with invoicing and premium finance options.
• Prepare proposals for new and renewed accounts; perform online rating of quotes.
• Provide backup support to teammates and assist in backlog clearance.

Skills

Insurance knowledge

Multitasking

Organizational skills

Customer service

Applied EPIC

Microsoft Office

Education

High school diploma

Associate or Bachelor’s degree preferred

Tools

Applied EPIC

Microsoft Office

Job description

Hardy Insurance in La Verne, CA is seeking an Assistant Account Manager to support senior staff in servicing commercial client accounts. The role emphasizes accurate processing, timely responses, and high-quality customer service.

Responsibilities include data entry in Applied EPIC, submitting market applications, issuing certificates, and assisting with claims and invoicing. A P&C license and relevant experience are preferred; the position is office-based.