Insurance Assistant

AppleOne Employment Services; Fresno (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary based on experience

Comprehensive health insurance plans

Retirement savings plan with company match

Paid time off and holidays

Professional development and training opportunities

Supportive and collaborative work environment

Job summary

A leading employment services company is seeking a dedicated Commercial and Personal Lines Account Manager in Fresno, California. The role involves managing client accounts, providing tailored insurance solutions, and collaborating with underwriters. Candidates should have at least 3 years of experience in insurance account management and a valid insurance license. The company offers competitive salary, health insurance, and professional development opportunities.

Qualifications

• Minimum of 3 years’ experience in commercial and personal lines insurance account management.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of commercial and personal lines insurance accounts.
• Develop and maintain strong relationships with clients.
• Handle policy renewals, endorsements, and cancellations.

Skills

Commercial and personal lines insurance account management

Strong communication skills

Client relationship building

Detail-oriented

Organizational skills

Education

Valid insurance license

Tools

Insurance management software

Microsoft Office

Job description

Recruiting Consultant and Direct Hire Professional placing Talent with Great Companies for over 20 yrs!

Looking for a Commercial and Personal Lines Account Manager. Are you a skilled insurance professional looking for a dynamic role where you can make a significant impact? We are seeking a dedicated Commercial and Personal Lines Account Manager to join our team and provide exceptional service to our clients.

Key Responsibilities

• Manage a portfolio of commercial and personal lines insurance accounts.
• Develop and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
• Handle policy renewals, endorsements, and cancellations efficiently.
• Assist clients with claims processing and provide guidance throughout the claims process.
• Conduct regular reviews of clients' insurance programs to ensure adequate coverage.
• Collaborate with underwriters and carriers to negotiate terms and secure the best coverage options for clients.
• Stay up-to-date with industry trends, regulations, and market conditions.

Qualifications

• Minimum of 3 years’ experience in commercial and personal lines insurance account management.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in insurance management software and Microsoft Office programs.
• Valid insurance license required.

Benefits and Perks

• Competitive salary based on experience (DOE).
• Comprehensive health insurance plans.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development and training opportunities.
• Supportive and collaborative work environment.

Contact Kim Tate for more details at 559-435-8762 or [e-mail]

Seniority level

• Associate

Employment type

• Full-time

Job function

• General Business
• Insurance