California Licensed Associate Account Manager

Job Summary

Supporting Account Managers in daily client service activities, the remote California Licensed Associate Account Manager will assist in preparing client materials, maintaining documentation, and developing foundational relationships while focusing on insurance products and processes.

Key responsibilities

• Assist Account Managers and Executives with day-to-day client service activities and policy administration
• Prepare and coordinate client materials, ensuring accuracy and completeness before delivery
• Participate in client and internal meetings to enhance understanding of account management and client servicing

Required qualifications

• Associate's degree or equivalent required; BA/BS preferred
• 0-3 years of relevant client service and/or industry experience
• Property & Casualty License required
• Basic analytical and problem-solving skills
• Foundational experience in Microsoft Suite