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Assistant Account Manager - Commercial Lines

Aliso Viejo, CA

Post Date: 05/02/2018 Job ID: 15428 Industry: Insurance

Commercial Lines CSR /Assistant Account Manager  needed for firm located in Aliso Viejo. This is a temp-to-hire position and pays $22.00 - $26.50/hr., depending on experience.

The qualified candidate must have recent experience working as a CL CSR (1 – 3 years’ experience), hold an active Property/Casualty license, and know how to process Certificates of Insurance.

SUMMARY
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Director, Client Services.

ESSENTIAL DUTIES & RESPONSIBILITIES
? Process paperwork for new and renewal business to include:
? Expiration Lists
? Applications
? Binders
? Certificates of Insurance
? Policies
? Invoices
? Finance Agreements
? Endorsements
? Audits
? Perform account reconciliation.
? Order and review Loss Run and Claim Status Reports.
? Prepare Summary Of Insurance.
? Maintain client files.
? Image files into electronic file keeping system.
? Document files with action items and their completed status.
? Participate in Errors & Omission audits.
? Establish and maintain positive and effective working relations with other Associates and clients.

Please feel free to contact  Sharlene@sdistaffing.Com  with any questions. Please include your resume.

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