Job Description

THIS POSITION IS LOCATED IN VALENCIA / SANTA CLARITA.  YOU MUST BE ABLE TO COMMUTE TO THIS LOCATION.

PERSONAL LINES ASSISTANT ACCOUNT MANAGER - IN VALENCIA

LBW INSURANCE & FINANCIAL SERVICES, INC. is looking for an experienced ASSISTANT ACCOUNT MANAGER for our Personal Lines Department.

LBW is the largest independent full-service Insurance Agency in the Santa Clarita Valley area. We are a boutique agency that provides a very high quality, high touch level of service to our Clients and we are looking for the right person to join our terrific team.

BASIC FUNCTIONS:

Responsible for assisting the Personal Lines Dept. in their day to day responsibilities. Complete tasks as assigned by staff members in a timely manner.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Issue certificates of insurance
• Pull policies from carrier website to attach into our Agency Management System (AMS360)
• Process policy changes
• Review renewals for changes or increases
• Process incoming mail
• Assist the account manager team with customer service as needed.
• Able to prioritize projects and tasks while remaining productive and professional
• Assume other job responsibilities as assigned

QUALIFICATIONS:

• Prior Insurance experience is a plus!
• Minimum 3 years in Office Administration
• Ability to communicate effectively, both verbally and written
• Detail oriented
• Very Proficient in Word/Excel/Outlook
• Knowledge in data-based Agency Management Systems (AMS360) helpful but not required, will train
• Computer savvy
• Dependable
• Must be well organized
• Able to multi-task
• Must demonstrate sound judgment, outstanding decision, problem solving and analytical skills
• Can work in a fast-paced environment
• Team Player
• Have good attendance

WE OFFER A GREAT WORKING ENVIRONMENT, COMPETITIVE SALARIES, A MATCHED 401K PLAN AND AN EXCELLENT BENEFITS PACKAGE.

OUR NORMAL WORK HOURS ARE 8:30 AM TO 5:00 PM MONDAY - FRIDAY WITH A 1-HOUR LUNCH.

Company Description

LBW is the largest independent full service Insurance Agency in the Santa Clarita Valley area. We are a boutique agency that provides a very high quality, high touch level of service to our Clients and we are looking for the right person to join our terrific team.