Commercial Lines Account Assistant - Fresno, CA

Insurance ReliefFresno, CA
$23 - $25Onsite

About The Position

A leader in the insurance industry is urgently looking to hire a Commercial Lines Account Assistant interested in growing and empowering others in the field. With a successful track record of 60-plus years serving the Central Valley, they are paving the way for better client experiences and ensuring employees feel supported and well prepared.

Requirements

  • 1-2 years of insurance experience
  • Experience with insurance agency management software such as EPIC / AMS360
  • Microsoft Office, carrier websites, and other relevant software systems as needed

Nice To Haves

  • candidates with captive agency experience are encouraged to apply
  • Property & Casualty license is preferred, or willing to obtain one
  • Some commercial insurance knowledge

Responsibilities

  • Responsible for general administrative duties, such as document organization and filing.
  • Manage incoming communication from client inquiries via phone and email.
  • Keep agency management systems updated with accurate client and policy records.
  • Assist with application processing and online rating procedures.
  • Verify critical file information (premiums, policy numbers, claims) to ensure accuracy and compliance.
  • Collaborate with internal departments to provide timely resolutions to client needs.

Benefits

  • medical
  • dental
  • vision
  • 401(k) plan
  • Paid time off
  • paid holidays
  • Hands-on training
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