Assistant Account Manager - Commercial Lines and Personal lines Available
ID: 82941
This candidate has active CA P&C licenses, is Bilingual Spanish, and have Applied EPIC and TAM experience.
Their most recent experience is as an Assistant Account Manager focused on Commercial Auto policies for varied risks including Trucking/Transportation, and Contractors like Roofers and Solar Installers. She cares for only Auto policies, including new and renewal marketing, endorsements, certificates, MVRs, driver/vehicle schedules, and anything else these insureds need. Also help insureds when they have a claim by taking the information down and submitting the FNOL to the carrier.
Prior, this candidate focused on Personal Lines High-Net-Worth account servicing. They gained experience with Homeowners, Personal Article Floaters, Yacht, Umbrella, Art, Hobby Farm, and Inland Marine policy servicing. This wasn’t a client facing role, rather, they focused on policy changes, EOIs, preparing summaries for the Account Managers to go over with the insureds, ID cards, inspections, and reaching out to the carrier with questions. These were accounts for high-profile government employees, and officials with multiple homes, vehicles, and high exposure. A lot of insureds had wineries, ranches, and precious pieces of art that they insured.
• Located in Antioch, CA
• Seeking $60,000 - $70,000 per year
• Open to Direct Hire, Full-time, Hybrid or Remote
• Active Fire/Casualty Licenses, Bilingual Spanish, and EPIC and TAM experience.