Job Description

The Account Assistant provides administrative and operational support to the account management team, ensuring efficient handling of insurance policies and client services. This role is ideal for someone looking to gain experience in the insurance industry while assisting with policy processing, documentation, and customer service tasks. The Account Assistant will work closely with Account Managers, Producers, and Underwriters to help maintain strong client relationships and ensure smooth daily operations.

Duties and Responsibilities:

• Responsible for servicing a commercial book of business within our Executive Liability and Finance Products unit.
• Daily functions include: invoicing, client communications, follow up on renewals and quotes and prepare proposals.
• Review and verify policy documents for accuracy before distribution to clients.
• Issue and update certificates of insurance upon client requests.
• Assist in tracking client payments and coordinating with accounting to ensure timely processing.
• Monitor emails and phone inquiries to ensure timely responses.

Qualifications

• 2-4 years minimum experience in insurance industry
• Experience managing a faster paced book within real estate industry
• State of California P&C license required.
• Strong Knowledge of Property & Casualty (P&C) Insurance.
• Exceptional Communication & Interpersonal Skills.
• Ability to work independently and manage workload effectively.
• Strong organizational and time-management abilities.
• Proficiency in Insurance Software, Microsoft Office Suite and data manipulation in excel.

Preferred qualifications include:

• Knowledge and experience within a brokerage and real estate accounts
• Professional Liability designation

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation: ($48,000-$52,000) — final compensation will be based on experience and qualifications.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.