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Account Assistant - Hybrid Aliso Viejo


Pay$50000.00 - $65000.00 / year
LocationAliso Viejo/California
Employment typeFull-Time

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  • Job Description

      Req#: qtG3xZijbter
      Employer Industry: Insurance Agency

      Why Consider this Job Opportunity:
      - Competitive salaries and bonus earning potential
      - Great benefits, including company paid health insurance
      - Paid time off for holidays, vacations, and sick time
      - 401K with an employer match
      - Opportunities for professional growth and career progression
      - A culture that emphasizes respect for every individual

      What to Expect (Job Responsibilities):
      - Assist in any general office support/administration when requested or assigned
      - Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
      - Prepare Check requests, Invoices and Premium Finance Agreements
      - Prepare Summaries of Insurance
      - Data entry and maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date

      What is Required (Qualifications):
      - Insurance Industry experience preferred; or 2+ years of related experience in customer service
      - Excellent administrative, multi-tasking, and organizations skills
      - Excellent customer service skills
      - Outstanding verbal/written communication skills
      - PC proficiency, including basic knowledge of MS Office products, including Outlook, Word, and Excel

      How to Stand Out (Preferred Qualifications):
      - 0-2 years of experience in the insurance industry
      - Knowledge of insurance policies and procedures

      #InsuranceAgency #CareerOpportunity #CompetitivePay #Benefits #ProfessionalGrowth

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      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

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