Assistant Account Manager

Reposted 7 Days Ago
Be an Early Applicant
Walnut Creek, CA, USA
In-Office
Junior
Insurance
At DHW our mission is to help simplify your insurance needs through: Dedication. Heart. Wisdom.
The Role
Provide remote support to Account Managers by handling back-office operations (certificates, endorsements, billing, renewals), delivering prompt customer service, documenting actions, managing priorities, and mentoring junior assistants.
Summary Generated by Built In

Assistant Account Manager (100% Remote) – DHW Insurance Brokers

  • Do you crave the flexibility that comes with remote work?
  • Are you ready to have FUN at work and love your job?
  • Looking to advance your career?
  • If so, DHW Insurance Brokers is ready for you!

Join the dynamic team at DHW Insurance Brokers as a dedicated, detail-oriented, and highly empathetic Assistant Account Manager. This 100% remote role provides crucial support to Account Managers in client account tasks and back-office management. If you excel in organization, critical thinking, and customer service, we encourage you to apply.

Key Responsibilities:
  • Provide outstanding customer service with a strong sense of urgency in resolving member issues.
  • Assist Account Managers with various tasks.
  • Manage back-office operations, including training and accurate execution of tasks.
  • Handle certificates, endorsements, loss runs, MVRs, and cancellations.
  • Process billing inquiries and follow up on non-payment issues.
  • Ensure timely issuance of renewal certificates and Auto ID cards.
  • Maintain accurate records with strong adherence to documenting and naming standard procedures.
  • Utilize a strong follow-up system to ensure timely completion of tasks.
  • Take detailed notes and actively listen to understand client needs.
  • Provide backup support to team members as needed.
  • Assist with document communication and respond promptly to emails, calls, and mail.
  • Collaborate with Account Managers on account activities and potential issues.
  • Mentor other assistant account managers and contribute to personal and organizational development.
Requirements:
  • Active California Property and Casualty insurance license.
  • Minimum 1 year of experience in the insurance industry.
  • Construction background a plus.
  • Highly empathetic with strong active listening skills.
  • Strong attention to detail and critical thinking abilities.
  • Excellent organizational and multitasking skills.
  • Proactive problem-solving mindset.
  • Strong note-taking abilities and adherence to documentation standards.
  • Ability to manage multiple priorities with a strong follow-up system.
Why DHW Insurance Brokers?

At DHW Insurance Brokers, we take a unique approach driven by Dedication, Heart, and Wisdom. As a member of the Independent Insurance Agents and Brokers Association, DHW is a privately held risk management and insurance consulting firm with a professional and experienced team.

Visit our website at www.DHW-ins.com for more information.

If you are ready for a challenging and rewarding role, submit your resume and cover letter today! We look forward to welcoming you to our dynamic team at DHW Insurance Brokers.

DHW Insurance Brokers is an Equal Opportunity Employer.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Walnut Creek, California
26 Employees
Year Founded: 1960

What We Do

At DHW, you’ll immediately experience why we’re different. It’s our Dedication, Heart and Wisdom that we bring to every client relationship. We’re your partners in protection, prevention and risk management. In fact, we’re the last insurance brokerage you’ll ever need. We value our relationship with you above all else. In an age where online automation is replacing human interaction, especially in the insurance industry, we’re different because we earn your trust through our highly personalized, hands-on, consultative approach.

Similar Jobs

Crete Professionals Alliance Logo Crete Professionals Alliance

Account Manager

Fintech • Professional Services • Software • Financial Services
In-Office
Los Angeles, CA, USA
87 Employees
65K-75K Annually

Heffernan Insurance Brokers Logo Heffernan Insurance Brokers

Account Manager

Information Technology • Insurance
Hybrid
4 Locations
548 Employees
55K-65K Annually
In-Office
3 Locations
10055 Employees
20-24 Hourly
In-Office
6 Locations
10055 Employees
28-32 Hourly

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account