Commercial Lines Account Assistant

Company: Jobot
Location: Walnut Creek
Posted on: June 26, 2025

Job Description:

This Jobot Job is hosted by: Dana Stark Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $70,000 - $80,000 per year A bit about us: A division of a very large independent, national insurance brokerage that services clients nationwide. Why join us? We pride ourselves on our culture. We we are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us elevate the client experience, ensuring we grow with integrity, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees. We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match. Job Details We are seeking a dedicated and knowledgeable Commercial Lines Account Assistant to join our team. In this role, you will support our commercial lines department by providing administrative assistance and managing client accounts. The ideal candidate will possess exceptional organizational skills, attention to detail, and a comprehensive understanding of insurance regulations and processes. Responsibilities: Client Management: Assist in managing a portfolio of commercial clients, ensuring exceptional service delivery. Respond promptly to client inquiries, concerns, and service requests, demonstrating expertise in insurance matters. Collaborate with Account Managers to address client needs effectively and efficiently. Policy Management: Process new policy applications, renewals, endorsements, and cancellations accurately and in a timely manner. Verify policy documentation for completeness and accuracy. Maintain organized electronic and physical policy files, ensuring compliance with regulatory requirements. Assist Account Managers in preparing reports, presentations, and proposals for clients. Coordinate with various departments to gather necessary information and documentation for policy servicing and claims processing. Maintain accurate client and policy data in agency management systems. Relationship Building: Cultivate strong relationships with clients, carriers, and other stakeholders through effective communication and professionalism. Participate in client meetings, as needed, to provide support and contribute insights coverage matters. Requirements: Bachelor's degree in Business Administration, Insurance, or related field preferred. Minimum of 1 year of experience in a similar role within the insurance industry, with a focus on construction preferred. Understanding of Worker's Compensation regulations, policies, and procedures a plus. Proficiency in insurance agency management systems and Microsoft Office Suite. Excellent communication, interpersonal, and customer service skills. Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment. Relevant insurance certifications (e.g., CISR, CIC) a plus. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: Jobot, Napa , Commercial Lines Account Assistant, Accounting, Auditing , Walnut Creek, California