Insurance Asst. Account Manager - Commercial Lines - CA License Required
Hoffman Brown Company - Sherman Oaks, CA

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Hoffman Brown Company is a mid-sized, independent insurance brokerage firm located in Sherman Oaks, CA. We are looking for an experienced, team-oriented Assistant Account Manager to provide exceptional service to our Commercial Lines clients.

Primary Responsibilities:

  • Service existing accounts and work in tandem with Account Managers
  • Check Insurance Policies issued by insurance carriers
  • Order endorsements and follow up for receipt from insurance carriers
  • Prepare policy for review by Account Manager and delivery to client
  • Enter policy and client information into Agency Data System (Applied Systems /Epic)
  • Prepare applications for marketing
  • Obtain quotes using Insurance Carrier online quoting systems
  • Occasional back-up of front office reception and mail delivery

Qualifications:

  • Minimum 5 years commercial lines experience
  • Knowledge of commercial insurance coverages and markets
  • Personable, customer-service attitude, team mentality and good work ethic is essential
  • Current California P&C license in good standing is required
  • Knowledge of Applied Systems/Epic, paperless and Microsoft Office (Word, Excel and Outlook)
  • Strong communication skills, both oral and written

The Rewards:

In addition to competitive salary-based compensation is a fun, friendly environment, our comprehensive benefits package includes:

  • Medical Coverage (Dental also available)
  • Long Term Disability, Life Insurance
  • Long Term Care Insurance (also available)
  • 401(k) savings/investment plan
  • Unlimited potential for personal success

Please visit our website at www.hoffmanbrown.com for more information.

No phone calls please.


Indeed - 4 months ago - save job