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AssuredPartners - Tolman & Wiker: Commercial Lines Insurance Account Coordinator

Company: AssuredPartners - Tolman & Wiker
Location: Oxnard
Posted on: November 12, 2021

Job Description:

Leading Insurance Company, AssuredPartners Tolman & Wiker, is seeking an Account Coordinator to add to their Commercial Lines team!Salary: $40,000 to $45,000 annually depending on experienceLocations: We have two offices 196 South Fir St. Ventura, California, 93001 5001 California Ave Suite 150 Bakersfield, California, 93309Work Hours: Monday through Friday 8 AM to 5 PM PST (full-time non-exempt) New-Hires MUST be able to go in the office.AssuredPartners Tolman & Wiker has Excellent Benefits, including:401K + matchMedical, Dental, and Vision Insurance$100 bonus for passing P& C licensing test on first try$750 education allowanceOngoing bonuses for passed coursesCommercial Account Coordinator Role Summary:Assist Commercial Account Managers and Level II/III Coordinators in the day-to-day service of assigned accounts, processing of documents, and maintaining of computer-based client files. Must provide prompt, accurate, and courteous account service to clients, co-workers, and insurance company representatives. Support and promote the companys purpose, vision, and mission. Always act in the best interest of the client and our firm. Must uphold and embody the corporate values of integrity, leadership, teamwork, respect, professionalism, and stability.Commercial Account Coordinator Requirements:One to two years Commercial Lines agency experience preferred and/or completion of a Bachelor's DegreeAbility to obtain California Fire & Casualty Broker-Agent license within a reasonable amount of timeProficient in the use of personal computers and Microsoft Office software with the ability to quickly learn various other software programs.Ability to accurately type 50 words per minuteExceptional customer service skills as evidenced by prior experience in a client-oriented positionStrong organizational skills as demonstrated by the ability to work on several tasks at once with frequent interruptions while meeting sensitive timeframesExcellent oral and written English communication and strong figure aptitude skills normally acquired through completion of college-level studiesMS Word/Excel proficiencyCommercial Account Coordinator Responsibilities Include:Perform clerical functions including scanning, sending facsimiles, photocopying, and other miscellaneous clerical support duties for Account Managers, Producers, and Level II and III CoordinatorsSet up and transmit policy binders according to Account Manager instructionsTransmit or retrieve information using insurance company online systems including ordering MVRs and obtaining loss runsCheck Workers Compensation policies and process Certificates and Evidence of Property as directedDocument transactions (Activities) within T& Ws agency management systemOnce licensed, participate in continuing education as needed to support the book of business and maintenance of insurance licenseOther duties as assigned About AssuredPartners Tolman & Wiker:Tolman & Wiker Insurance Services founded in 1923, is now a partner agency of AssuredPartners, one of the largest and most capable insurance brokerages in the United States. With offices in Ventura, Los Angeles, Santa Maria, Bakersfield, Salinas, and Westlake Village, the Tolman & Wiker team brings our clients best-in-class Risk Management and Employee Benefits capabilities, through our laser-focused local and regional service teams.#a#LI-NW1

Keywords: AssuredPartners - Tolman & Wiker, Oxnard , AssuredPartners - Tolman & Wiker: Commercial Lines Insurance Account Coordinator, Other , Oxnard, California

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