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Full-time Commercial Lines Account Assistant ~ Pasadena, CA

at Renee Swan in California

At SullivanCurtisMonroe you'll not only find a team of professionals who enjoy coming to work everyday, but also, thorough training for jobs at every level, opportunities to grow, competitive pay and a comprehensive benefits package which includes limited educational reimbursement, a child care/dependant care voucher plan, and once qualified, a deferred medical reimbursement plan.

We are now accepting applications for the Commercial Account Assistant.

Responsibilities: To support the Account Manager and Account Executive/Producer by processing delegated work in order to provide superior client service.

Overview: Day to day responsibilities will include, but are not limited to:

� Maintaining accurate and detailed information in the Sagitta agency management system.
� Checking new policies for any discrepancies.
� Ordering, processing, and invoicing endorsements as directed by Account Manager.
� Processing and invoicing audits.
� Ordering and sending out loss runs as directed.
� Reviewing requests for Certificates of insurance.
� Special projects as requested by the Account Manager or Account Executive.

Skills/ Requirements
Several years of similar experience, proficiency with Microsoft Word and Excel programs is desired.

Candidates must hold a current and valid Property and Casualty Insurance License. (Educational assistance is available and many qualified CE courses are offered in house.)
At least 15 hours of certified continuing education credits in areas related to your job function (or future position desired) are required.

TO APPLY SEND RESUMES TO: RSWAN@SULLICURT.COM ~ No phone calls, please.


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Published on May 10, 2010
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