California Licensed Assistant Account Manager

Job Summary

Providing exceptional service to clients, the fully remote California Licensed Assistant Account Manager will support the Commercial Lines department by managing account tasks, preparing submissions for new and renewal business, and ensuring accurate policy documentation.

Key responsibilities:

• Assist Account Executives and Account Managers with account management and client service tasks
• Prepare and process submissions, proposals, and policy change requests in accordance with agency procedures
• Maintain detailed documentation of client interactions and ensure timely responses to requests

Required qualifications:

• High school diploma or equivalent is required
• Active Department of Insurance Property & Casualty License is required
• Familiarity with AMS360 or Epic agency management systems is preferred
• Knowledge of commercial insurance products and services
• Strong attention to detail and a positive attitude are essential