Now Hiring - Rancho Mesa Insurance Services, Inc. - Insurance - Commercial Lines Assistant Account Manager in San Diego, CA

Full description of the position

Job

Overview

This is a culture of caring. Our long-term employees can attest! Rancho Mesa, a privately owned insurance agency is seeking a Commercial Lines Assistant Account Manager to service and manage a book of commercial lines accounts. The Assistant Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems. The salary will be based on factors such as experience, skills, training, certifications, and education. Proven experience in an insurance commercial service role is required. Candidates with a construction background preferred. To learn more about our company, visit us at: [please apply online] [please apply online] Hybrid after 90 to 120-day probationary In Office Salary Range: $65,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Career Growth Opportunities Retirement Plan Evenings Off Life Insurance Hands on Training Mon-Fri Schedule Vision Insurance Ten Paid Holidays

Requirements

• California P&C license required.
• Must have 2-4 years commercial lines experience with a good understanding of insurance terminology, the functions of a broker, and the various lines of commercial insurance.
• Applied EPIC preferred.
• Excellent interpersonal and relationship building abilities with strong oral and written communication skills.
• Confident, self-starter who works well independently.
• Proficiency to multi-task, follow-thru and follow-up.
• Willingness to learn, be intuitive, resourceful and coachable.

Responsibilities

• Assist Account Managers in providing quality service to existing clients, account development, and reporting claims.
• Prepare Acord applications, submissions and proposals.
• Marketing including pre-qualifying new business.
• Bind renewals and new business as required.
• Perform quality control and review applications, endorsements and policies for accuracy.
• Maintain and update files in Agency Management System.
• Review insurance requirements for client contracts.
• Review and resolve certificate deficiencies.

About Us

Rancho Mesa Insurance Services, Inc. is a leading commercial insurance brokerage, passionately delivering dynamic risk management solutions nationwide for over 25 years. We're dedicated to developing solutions, building trust, and protecting clients, fostering growth through strong relationships. Join our vibrant team!