California Licensed Account Associate
A company is looking for a Commercial Insurance Account Associate (Remote). Key Responsibilities Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant Handle policy processing tasks including endorsements, audits, cancellations, and invoicing Maintain accurate data in agency systems and ensure timely completion of tasks Required Qualifications 2+ years of industry experience, or 5+ years of related customer service experience Thorough knowledge of insurance brokerage and client needs Active Property & Casualty licensing required High School Diploma (or equivalent) Proficiency in MS Office (Outlook, Word, Excel)
A company is looking for a Commercial Insurance Account Associate (Remote).
Key Responsibilities
Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
Handle policy processing tasks including endorsements, audits, cancellations, and invoicing
Maintain accurate data in agency systems and ensure timely completion of tasks
Required Qualifications
2+ years of industry experience, or 5+ years of related customer service experience
Thorough knowledge of insurance brokerage and client needs
Active Property & Casualty licensing required
High School Diploma (or equivalent)
Proficiency in MS Office (Outlook, Word, Excel)
