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Property & Casualty Insurance Account Coordinator

Company: Alera Group
Location: Mission Viejo
Posted on: August 3, 2022

Job Description:

Alera Group Company is currently seeking an Account Assistant for their Commercial Lines team.-- --- -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? -- - If that is what you--------re looking for, this is your chance to be part of an amazing organization!Responsibilities This position--------s primary responsibility is to assist Property & Casualty Account Managers with clients while maintaining a high level of client and internal team satisfaction.-- - In this role, successful candidates need to be highly organized with experience in a commercial insurance agency, or equivalent related education.-- --- --- - Respond to Account Manager, Senior Account Manager, and Account Executive requests in a timely, effective and professional manner. -- --- - Respond to client requests in a timely, effective and professional manner. -- --- - Follow agency systems, procedures, and timeframes. -- --- - Set up client marketing files according to agency procedures and timeframes. -- --- - Add and maintain client files on the computer according to agency procedures. -- --- - Perform rating functions on various carrier websites. -- --- - Process policies, endorsements, and endorsement request according to agency procedures and timeframes. -- --- - Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes. -- --- - Compose letters to clients and insurance carriers according to agency form letters. -- --- - Keep suspense items current according to agency procedures. -- --- - When necessary, contact clients and/or insurance carriers for information or to perform service. -- --- - Make photocopies and scan various documents. -- --- - Attend 90% of all training and meetings held by the agency. Qualifications -- --- - High school diploma. -- --- - Ability to work within a team environment. -- --- - Minimum of one-year prior experience as an assistant in a retail insurance agency. -- --- - Completion of relevant insurance education (i.e. -----" CISR, INS 21, etc.). -- --- - Fire & Casualty license preferred or willing to obtain.-- - Equal Opportunity Employment We're an-- - equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the-- - California Consumer Privacy Act -- -prior to applying.-- - #pandoIQ PandoLogic. Keywords: Insurance Account Manager, Location: MISSION VIEJO, CA - 92691

Keywords: Alera Group, Mission Viejo , Property & Casualty Insurance Account Coordinator, Other , Mission Viejo, California

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