Commercial Lines Account Assistant - Insurance - Fresno, CA

Insurance Relief

31d • $18 - $21

About The Position

Join our team as a Commercial Lines Account Assistant within a leading insurance firm, where you'll have the opportunity to create a positive client experience and grow your expertise. In this role, you provide administrative and service support to producers and account managers. Join a supportive and high-growth professional environment. Apply now!

Requirements

• Experience: Minimum two years' administrative/clerical experience, with prior insurance industry background
• Certification: Active Property & Casualty license is a plus, although not required
• Technical Proficiency: Demonstrated familiarity with Microsoft Office, and relevant industry software

Responsibilities

• Serve as a proactive, professional point of contact for clients, managing all incoming communications and delivering timely, comprehensive support for their insurance inquiries and needs.
• Drive efficiency by managing critical administrative workflows, including meticulous document organization, system processing, and application entry.
• Ensure the accuracy and reliability of all client files, policy details, and essential documentation (premiums, policy numbers, forms) within the agency management system.
• Efficiently support core agency functions by inputting applications and assisting with critical online rating and renewal processes.
• Partner effectively with producers and account managers across internal departments to ensure seamless service delivery and meet customer needs effectively.

Benefits

• Full suite of benefits, including medical, dental, vision, and a 401(k) plan
• Paid Time Off (PTO) and paid company holidays
• Receive comprehensive training to ensure you are equipped with the skills and knowledge to excel and advance in your role
• Opportunity to obtain a Property & Casualty license
• Career growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed