Assistant Commercial Lines Account Manager - New Level Resources

Our Mission 

At Chivaroli & Associates, we are dedicated to delivering exceptional customer service and expertise to our healthcare clients. We collaborate closely to develop tailored risk management strategies and provide competitive insurance solutions. Our commitment extends beyond placement, ensuring long-term success through continuous support and communication. 

What You’ll Do: 

• Provide exceptional and innovative customer service to a designated group of clients. 

• Support Account Managers in managing a commercial book of business, handling day-to-day tasks such as preparing and reviewing insurance documentation, certificates, bind orders, and coverage summaries. 

• Liaise with insurance carriers and clients, facilitating strong relationships and ensuring smooth communication via email and phone. 

• Assist with the renewal process for both new and existing accounts, ensuring timely follow-up on policy issuance and associated tasks. 

• Maintain and organize databases, spreadsheets, and task management systems. 

• Occasionally supervise and delegate tasks to subordinates such as Technical Assistants or Account Administrators. 

• Attend meetings with clients and insurance carrier representatives. 

• Assist in building a knowledge foundation of the insurance industry and the company's procedures. 

• Train and support other team members as needed, ensuring performance standards are met. 

• Perform overlapping duties with Account Administrators and Technical Assistants as required. 

• Complete additional projects as assigned by management. 

What You’ll Need to Succeed: 

• High school diploma required; undergraduate degree preferred. 

• Valid California Property and Casualty License. 

• At least three years of experience working in the California insurance industry. 

• Knowledge of insurance terminology, underwriting, and rating principles, with experience in commercial lines. 

• Strong technical skills, with intermediate to advanced proficiency in Microsoft 365 (Excel, Word, Outlook, PowerPoint). 

• Excellent customer service skills with the ability to manage complex projects under tight deadlines. 

• Written and verbal communication, organizational, and time management skills. 

• Ability to work both independently and as part of a team, demonstrating professionalism and strong interpersonal skills. 

• High ethical standards and a courteous, supportive attitude. 

What Chivaroli Offers You: 

• Comprehensive health, dental, and vision plans with significant employer premium coverage. 

• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA). 

• Short-term disability, long-term disability, and long-term care coverage. 

• Basic life insurance and Accidental Death & Dismemberment (AD&D). 

• Supplemental plans including accident insurance, critical illness, and hospital indemnity coverage. 

• 401K plan with employee matching. 

• Employee Assistance Program (EAP) and Employee Discount Program. 

• Flex time off, 10 paid holidays, and flexible work arrangements, including hybrid options.  

• Competitive salary based on experience. 

• Hybrid or remote working options. 

• Access to training and professional development in the insurance industry. 

• Collaborative team environment with a focus on innovation and customer service excellence. 

Compensation: 

$27 to $34 per hour 

About Chivaroli: 

Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm specializing in property and casualty insurance and alternative risk funding solutions for healthcare organizations. We pride ourselves on developing deep relationships with our clients, gaining an intimate understanding of their operations to provide tailored risk management solutions. Our exclusive focus on the healthcare industry allows us to deliver exceptional service to all participants throughout the continuum of care, from large health systems to individual practitioners. 
 

Chivaroli provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetics, or any other characteristic protected by law. In addition to federal law requirements, Chivaroli complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 

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