Commercial Lines Assistant Account Manager-SBU Desk
About The Position
Join a collaborative commercial lines team where strong service, attention to detail, and teamwork make a real difference for our clients. Founded in 1917, WSR Insurance Services is one of the oldest and largest independently owned insurance agencies. We partner with a wide range of insurance carriers to provide thoughtful, tailored solutions that help businesses manage risk with confidence. Our independent approach allows us to focus on what matters most: our clients, our communities, and the relationships we build along the way. As a Commercial Insurance Assistant Account Manager, you will work as part of the Select Business Unit desk team to support a book of small commercial accounts from new business through renewal. You will collaborate closely with fellow service team members, Producers, carrier partners, and clients to keep work moving, resolve day-to-day needs, and deliver a consistent service experience. This is a great opportunity for a commercial insurance professional who enjoys variety, shared responsibility, and being part of a team that helps one another succeed. As you build your knowledge and experience, there is potential to take on greater account responsibilities and grow within the commercial insurance team.
Requirements
- High school diploma or equivalent
- Current California Property & Casualty Insurance License in good standing
- At least two years of commercial insurance experience, including account support or account management responsibilities, or an equivalent combination of education and experience
- Strong organization, follow-through, and attention to detail
- Clear, professional communication skills and a client-focused approach
- Comfort managing multiple priorities in a team-based environment
Nice To Haves
- Insurance designation(s) preferred, but not required
Responsibilities
- Work collaboratively with the Select Business Unit desk team to manage daily service needs and keep accounts moving efficiently
- Build positive client relationships by responding promptly, answering questions, and providing reliable day-to-day support
- Coordinate renewals by gathering information, reviewing current coverage, preparing submissions, working with carriers, and completing policy updates on time
- Handle new business referred by Producers, including completing applications, obtaining quotes, coordinating coverage details, and binding coverage
- Process policy changes, certificates, endorsements, audits, cancellations, and other account requests accurately and within expected timeframes
- Review account information for coverage gaps or concerns and partner with Producers and Account Managers on appropriate recommendations
- Report new claims and assist with claim follow-up as needed
- Maintain clear, accurate, and timely documentation in the agency management system
- Follow agency workflows, carrier requirements, and quality standards
- Pitch in during high-volume periods or team absences and contribute to special projects, training, and process improvements
Benefits
- Competitive salary with bonus opportunities, including semi-annual discretionary bonuses
- Comprehensive health benefits, including medical, telehealth, dental, and vision coverage, with 100% of employee of some premiums covered by the employer and dependent coverage available at a minimal cost
- Employer-paid life insurance and short- and long-term disability coverage for employees
- Paid time off, including holidays, vacation, and sick leave
- Paid volunteer time to give back to the community
- 401(k) and profit-sharing plans to support long-term financial wellness
- Alternative work schedule options that support flexibility and work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
