California Licensed Account Assistant

Job Summary

A company is looking for an Account Assistant.

Key Responsibilities

• Provide timely, professional support to Account Managers, Executives, and clients
• Follow agency systems for processing policies and maintain client files
• Perform rating and quoting functions and handle service-related communications

Required Qualifications

• Minimum of one year prior experience as an assistant in a retail insurance agency
• Completion of relevant insurance education (e.g., CISR, INS 21)
• Fire & Casualty license
• High school diploma
• Professional appearance and ability to work within a team environment