New Job Opening: Commercial Insurance Assistant Account Manager in Lakeside, CA

Job Description

Commercial Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a team. This position has opened due to departmental restructuring and offers an exciting opportunity to work with contractors and small to middle-market accounts. The ideal candidate will support Account Managers by handling service-related tasks, assisting with renewals, and learning to market simple accounts. This role is essential in ensuring the smooth operation of the commercial lines department.

Compensation Package

• Salary Range: $50,000 - $68,000 annually, based on experience.


• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process certificates, endorsements, and policy changes.


• Assist with renewals and obtain quotes for clients.


• Provide basic service-related support to clients.


• Support 3-4 Account Managers on the owner’s book of business, which includes accounts ranging from $5,000 to $500,000.


• Learn and assist in marketing simple accounts.


• Utilize AMS360 software for daily tasks and account management.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.


• Experience: Minimum of 3+ years of experience in a similar role.


• Technical Skills: Proficiency in AMS360 software is a must.


• Soft Skills:
  
  
  
  • Strong attention to detail.
  
  
  • Excellent communication and interpersonal skills.
  
  
  • Ability to multitask and prioritize effectively.
  
  
  • Team-oriented mindset with a proactive approach.
  
  
  • Strong problem-solving skills.
  
  
  
  

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