This candidate has seven years of Commercial Insurance Account Assistant experience. They hold an active CA Property & Casualty licenses and knows EPIC. In their most recent role they started as an Account Manager Assistant and promoted to Account Manager after a year where they assist one Producer by servicing accounts and upselling occasionally by providing coverage on gaps that were not addressed. Account sizes varied from small to medium; could be 1-20 policies per account; $3,000 to $30,000 in premium. Risks include Construction, Real-Estate, some HOA and Condos. She quotes new (30%) and renewal (70%) accounts, processes endorsements, orderes loss runs, MVRs, updates policies, reviews claims, processcertificates of insurance, invoice and provide customer service to clients. Worked with Carriers and wholesale brokers. • Located in Fountain Valley, CA • Seeking $55,000- $65,000 per year • Open to Full-time and Remote or Hybrid • Bilingual Spanish and EPIC expereince