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Assistant Account Manager

Petra Risk Solutions
Orange, CA Full Time
POSTED ON 2/8/2025 CLOSED ON 5/4/2025

What are the responsibilities and job description for the Assistant Account Manager position at Petra Risk Solutions?

Job Description

Job Description

Petra Risk Solutions is currently looking for Assistant Account Managers who are licensed by the California Department of Insurance. Experience with Commercial Insurance coverage is preferred. This position is for full time, regular employment.

Typical duties for this position include :

  • Active service of insured accounts
  • Issue Certificates of Insurance / Auto ID cards
  • Process driving records per carrier guidelines
  • Assist in preparing account submissions
  • Maintain files in an electronic database system
  • Complete spreadsheets
  • Other duties, as required, to maintain client relationships

Qualified candidates must possess the following :

  • Current Fire & Casualty Insurance license
  • Excellent written and verbal communication skills
  • Minimum of two (2) years of prior insurance experience (Commercial Insurance is preferred)
  • Proficient in most Microsoft Office programs, experience with Applied Systems is preferred
  • Professional work ethic
  • Ability to effectively prioritize & organize workload
  • Benefits :

    Our Compensation Package includes the following :

  • Competitive base pay
  • Medical, Dental, Life, Vision and Supplemental Insurance Plans
  • Flexible Spending Accounts
  • 401(K) plan
  • Flex time
  • Paid time off
  • Excellent work environment
  • Continuing education benefits
  • Rewards-based employee incentives
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    Job openings at Petra Risk Solutions

    Petra Risk Solutions
    Hired Organization Address Orange, CA Full Time
    Petra Risk Solutions is an established boutique insurance brokerage. As the nation's largest independent insurance broke...

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