Charity One Insurance Agency, Inc. is a reputable insurance brokerage Agency committed to providing tailored insurance solutions to Nonprofits & Social Service Organizations. We pride ourselves in providing exceptional customer service to our clients. We prioritize building strong relationships and delivering peace of mind through comprehensive coverage and personalized support.

Job Description:

We are seeking a dynamic and customer-oriented individual to join our team as an Account Manager Assistant with promotional opportunities for growth. In this position, you will work closely with our account managers to deliver superior service to our clients and support various administrative tasks within the organization. You will also learn to manage small business accounts and communicate with clients.

Responsibilities:

Assist account manager in managing client accounts, including policy administration, endorsements, and renewals.

Respond promptly to client inquiries and concerns via phone, email, and in-person meetings when necessary, ensuring a high level of customer satisfaction.

Collaborate with the sales team to identify cross-selling and upselling opportunities based on client needs and preferences.

Maintain accurate and detailed records of client interactions, transactions, and policy information in our agency management system.

Support account managers in preparing insurance quotes, proposals, and presentations for clients.

Conduct research on insurance products, industry trends, and regulatory requirements to stay informed and provide informed recommendations to clients.

Requirements:

Experience in the insurance industry is highly desirable.

Excellent interpersonal and communication skills, with a friendly and approachable demeanor.

Strong attention to detail and accuracy, with the ability to multitask and prioritize tasks effectively.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM software.

Quick learner with a proactive attitude and a willingness to adapt to new processes and systems.

Ability to work collaboratively as part of a team and independently with minimal supervision.

Benefits:

Competitive salary commensurate with experience

Health insurance coverage

Paid time off and holidays

Outstanding opportunities for career growth and development

How to Apply:

Interested candidates should submit a resume and cover letter outlining their qualifications and experience to claudine@charityoneinsurance.com Please include "Account Manager Assistant" in the subject line.

We are an equal opportunity employer and value diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Work from home

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Azusa, CA 91702