Senior Insurance Agent

Job Title: Assistant Account Manager Location: Woodland Hills, CA Schedule: Monday to Friday 9:00 AM - 5:30 PM About the Role: We are seeking a highly motivated and detail-oriented Assistant Account Manager to join our team. In this role, you will play a key role in supporting our Account Managers by providing administrative support, assisting with client service, and contributing to the overall success of our agency. Responsibilities: • Assist Account Managers with various tasks, including policy maintenance, client service requests, and preparation of proposals and presentations. • Maintain accurate client records in AMS 360 or other designated insurance management systems. • Assist in the processing of new business applications, renewals, and endorsements. • Handle incoming calls and emails from clients and respond to inquiries promptly and professionally. • Prepare and maintain client files and documentation. • Assist with the organization and maintenance of agency records. • Contribute to a positive and collaborative team environment. Qualifications: Must Have: • bachelor’s degree or equivalent experience • Experience in Commercial Lines insurance • Active Property & Casualty (P&C) insurance license • Proficiency in Microsoft Office Suite and other relevant software • Strong computer skills, including experience with AMS 360 or other insurance management systems • Willingness to learn and adapt to new challenges • Ability to work in a fast-paced environment Preferred Qualifications: • Excellent customer service skills • Strong organizational and time-management skills • Desire for professional growth and advancement within the company

Location: Los Angeles, CA, US

Posted Date: 6/7/2025