California Licensed Senior Account Associate

Job Summary

A company is looking for a Senior Account Associate - Commercial Insurance.

Key Responsibilities

• Assist in directing day-to-day activities and workflow of team members
• Track policy expirations and ensure timely processing of renewals
• Handle various policy-related tasks, including endorsements, audits, and billing

Required Qualifications

• 3+ years of customer service experience in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active licensing required; professional designation (CISR) preferred
• High School Diploma (or equivalent) required
• Proficiency in MS Office (Outlook, Word, Excel)