Insurance Assistant Account Manager - New Level Resources

Title: Assistant Account Coordinator – Commercial Lines
Position Location: Westlake Village, CA (Hybrid 2-3 days in office)
Hours: Monday – Friday: 8:30 am – 5:30 pm PT
Compensation:     $27-$34/hour
Benefits: Comprehensive health, dental, vision w/significant employer premium coverage, Flexible Spending Accts, Health Savings Accounts, Short term disability, Long term disability, Long Term Care, Basic Life,& Accidental Death & Dismemberment, Supplemental plans including accident insurance, critical illness, hospital  Indemnity coverage, 401K w/employee matching, Employee Assistant & Discount Program, Flex time off, 10 paid holidays, flexible work arrangements/hybrid.

  About Chivaroli Insurance
Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm that specializes in the custom design and placement of property and casualty insurance and alternative risk funding solutions for healthcare organizations.
At Chivaroli & Associates, the primary objective in servicing our clients is to develop a keen understanding of their specific needs and restrictions. To achieve this, we work closely with our clients, developing strong relationships and gaining an intimate knowledge of their operations, structure and financial objectives. Only then are we be able to effectively consider all viable insurance and risk transfer products suitable to address the situations at hand.

What You Will Need to Succeed

• Highschool diploma. 
• Possess and maintain a valid California Property and Casualty License.
• 3 years of experience working in the California Insurance Industry.
• Intermediate to advanced-level proficiency in Microsoft 365 software 
• Excellent customer service, listening, and conflict resolution skills.
• Demonstrated considerable tact and diplomacy, discretion and judgment to build and maintain personal relationships
• Conflict resolution skills, high moral ethics
• Superior written, verbal skills

• Exceptional organizational and time management skills.
• Ability to work independently and within a team, following instructions and accepted practices to complete assignments.
• Demonstrated success in a customer service environment
• Ability to maintain a positive, courteous, supportive attitude and professional image with all employees, clients, and vendors

• Assist in daily servicing of assigned commercial book of business
• Faxing, filing, copying, editing, formatting, creating insurance related documents
• Binding documents & proposals, review contracts with insurance certificates via email
• Prepare and present documentation for approval-Certificates of insurance, loss history requests, coverage inquiries, bind orders
• Assist in renewal process for new and existing accounts
• Prepare confirmation of coverage, follow up with carriers
• Create & maintain database & spreadsheet files
• Attend meetings with clients/carriers
• Prepare, organize, manage timely, accurate task or suspense system that is viewable by supervisors
• Build a foundation of knowledge

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