Seeking a commercial insurance assistant for an established insurance brokerage. Join a top-tier regional insurance brokerage renowned for its dedication to providing exceptional service and crafting innovative insurance solutions. The commercial lines division has an opportunity for a skilled and committed Commercial Insurance Assistant to support the account management team servicing middle-market clients. This role offers the flexibility of a fully remote working environment.

Location: San Diego, California (100% Remote)

Compensation & Perks

• Base Salary: $55,000 - $60,000
• Comprehensive Benefits Package
• Emphasis on Work-Life Balance
• Opportunity to continue learning, growing, and advancing professionally and financially.

Responsibilities

• Assist the account management team in the day-to-day servicing of commercial lines accounts, ensuring efficient handling of client inquiries and operational tasks.
• Facilitate the preparation and processing of insurance documents such as endorsements, certificates of insurance, policy changes, and renewals, maintaining accuracy and compliance with industry standards.
• Coordinate communication between clients, underwriters, and brokers, providing timely updates and follow-ups to ensure smooth transaction processes and client satisfaction.
• Maintain and update client records and data in the brokerage's management system, ensuring all information is current, accurate, and easily accessible to the account management team.
• Provide administrative support to the commercial lines team, including scheduling appointments, organizing files, and preparing reports and presentations to assist in client meetings and business development activities.

Qualifications

• Commercial insurance experience in an agency or brokerage environment.
• Must possess a California Property & Casualty license.
• Demonstrated excellence in customer service.
• Strong capabilities in both written and verbal communication.
• Familiarity with the Applied EPIC agency management system is advantageous.

Apply Now

At Insurance Search Specialists, we're committed to connecting talent with opportunity. For more information about this role, and to explore a range of positions in commercial lines insurance, personal lines, employee benefits, and other areas within insurance brokerage, visit our website at www.mcdermottwolfe.com.

Category : Commercial Insurance, Account Management Support, Retail Insurance Brokerage, Remote