Job title: Commercial Insurance Assistant Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Assistant
Location: San Diego, CA
Job published: 04/14/2025
Job ID: 133905

Job Description

Job Summary

We are seeking a dedicated and detail-oriented Commercial Insurance Assistant Account Manager to join our team. The successful candidate will provide critical support to the Account Manager and assist with managing a portfolio of commercial insurance clients. This role requires strong organizational skills, excellent communication, and the ability to thrive in a fast-paced environment.

Responsibilities

  • Assist the Account Manager with day-to-day client service, including handling policy endorsements, certificates of insurance, and claims processing
  • Collaborate with the Account Manager to ensure accurate and timely processing of client requests and policy changes
  • Maintain client files and documentation, ensuring all information is accurate and up to date
  • Provide administrative support to the Account Manager, including scheduling meetings, preparing reports, and managing correspondence
  • Develop and maintain positive relationships with clients, underwriters, and other key stakeholders
  • Stay informed about industry trends and changes in regulations to provide the best possible support to clients and the team

Qualifications/Requirements

  • 1-3 years of experience in a similar role within the insurance industry
  • Knowledge of commercial insurance products, coverage, and underwriting processes
  • Strong attention to detail and organizational skills
  • Excellent written and verbal communication abilities
  • Proficiency in using insurance software and Microsoft Office suite
  • Ability to multitask and prioritize in a fast-paced environment
  • Holds an active P&C (Property and Casualty) License
  • Previous independent agency experience

Compensation Package

  • Compensation: Between $65K-$75K (based on experience)
  • Competitive benefits package, paid time off, professional development opportunities, etc.
  • Hybrid work schedule available

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CD3

Apply with indeed
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB