Job Description

RESPONSIBILITIES

· Quote new call-in business and producer business as needed or requested by producer/management.

· Process renewals and send to insureds.

· Document any and all correspondence (phone correspondence, quotes, requests, client and underwriter emails, scans, etc.) in AMS360.

· Begin marketing renewals 90-120 days prior to renewal or as requested by producer/management.

· Process policy changes as requested by client or management.

· Process endorsements (including creating the letter, updating AMS and invoicing) as requested by client or management.

· Process audits (including typing the creating the letter, updating AMS and invoicing) as requested by client or management.

· Follow up on suspense items on a daily basis.

· Return phone calls and emails the same day with at least a status update.

· Assist with accounts when co-workers are not available.

· Identify new sale opportunities within existing accounts (up-selling, cross selling) including commercial lines, personal lines, health, life and Brandt Financial.

· Attend department and carrier meetings.

· Other duties as assigned.

Job Type: Full-time

Pay: Up to $30.00 per hour

Benefits:

· 401(k)

· 401(k) matching

· Dental insurance

· Disability insurance

· Flexible spending account

· Health insurance

· Life insurance

· Paid time off

· Retirement plan

· Vision insurance

Schedule:

· 8 hour shift

Experience:

· Account Management: 5 years (Preferred)

· Commercial Lines: 4 years (Preferred)

Paid Training:

· Yes

Management:

· Team Lead

· Ops Manager

Typical start time:

· 8:30AM

Typical end time:

· 5PM

Benefit Conditions:

· Waiting period may apply

· Full-time or part-time employees eligible

Murrieta, Corona, Riverside

Work Remotely:

· Yes

COVID-19 Precaution(s):

· Remote interview process

· Social distancing guidelines in place

· Sanitizing, disinfecting, or cleaning procedures in place