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Commercial lines Assistant Account Manager

San Diego, CA 92152

Employment Type: Direct Hire (DH) Job Number: 7825

Job Description

Immediate openings for Commercial Lines Assistant Account Manager with insurance agency located in central San Diego County. 

Commercial Insurance experience required.

The Assistant Account Manager will work with one or more Account Managers on overflow work (i.e. submissions, proposals and other higher level service requests, as well as back-up for Account Managers who are out on PTO) and also handle House Accounts.
  • STATUS:  Direct Hire
  • SHIFT:  Monday – Friday 8:00am–4:30pm
  • WORKPLACE:  Onsite, office located in central San Diego County
  • PAY:  $65,000 - $80,000 per year, DOE
  • To qualify for $74K plus, must have 4+ years recent experience and know EPIC (intermediate to advanced level).
  • BENEFITS:  Client company offers a full comprehensive benefits package
JOB DUTIES include, but are not limited to:
  • Work as a TEAM with other Client Managers, Assistant Client Managers,
  • Client Coordinators & Producers
  • Assist Client Managers in providing quality service to existing clients
  • Assist Client Managers in new account development
  • Prepare Acord applications and submissions
  • Marketing including pre-qualifying new business
  • Prepare proposals
  • Bind renewals and New Business as required
  • Renew policies in Agency Management System (EPIC)
  • Pre-Renewal information to existing clients
  • Policy review and processing
  • Review insurance requirements for client contracts
  • Review and resolve certificate deficiencies
  • Activity follow-up (diaries, suspense)
  • Assist Client Manager with reporting claims
  • Create Premium Finance Agreements for clients
  • Complete other tasks as directed by Management

REQUIREMENTS include, but are not limited to:
  • Minimum 2 years recent experience an Assistant Commercial Account Manager in an independent agency environment
  • Active CA Property & Casualty license 
  • Knowledge of Applied-EPIC preferred
  • Strong understanding of insurance terminology, the general functions of an insurance broker, and experience with various lines of commercial insurance
  • Ability to create and market renewal and new business submissions
  • independently
  • Good written and oral communication skills
  • Verifiable references from recent employment
  • High School diploma, or equivalency of

Meet Your Recruiter

Amanda Andrade
Senior Account Manager

Having been with A-Star Staffing since its start in 1999, Amanda has enjoyed servicing both small, family-owned businesses as well as large, corporate entities.  She believes in building strong relationships with both clients and candidates alike, striving to ensure each placement is a success for all parties involved.  Matching talent with opportunity, as well as knowing her clients are happy, has been a fulfilling and rewarding career.  Outside of work, she enjoys spending time with her husband and in her volunteer work.

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