The Role
Supports Commercial Lines account managers and agents by maintaining existing business, issuing certificates of insurance, processing endorsements, organizing policy documents, updating agency management systems, preparing renewal applications, gathering account data, and responding to client requests. Ensures accurate documentation and compliance with agency standards and California regulatory requirements.
Summary Generated by Built In
Location: Hanford, CA (Full-Time, In-Office)
Experience: 1+ Years in Commercial Lines
Licensing: P&C License Preferred
We are seeking a detail-oriented and proactive Technical Assistant to join our Commercial Lines team. In this role, you will serve as a critical support pillar for our Account Managers and Agents, ensuring the smooth daily maintenance of existing business. This is an ideal role for an insurance professional who excels at administrative precision and thrives in a fast-paced, independent agency environment.
Key Responsibilities
- Account Maintenance: Assist Account Managers with daily processing tasks, including issuing Certificates of Insurance (COIs), processing endorsements, and handling evidence of property.
- Documentation & Filing: Manage the intake and organization of policy documents, ensuring all client files are updated accurately within the Agency Management System (AMS).
- Renewal Support: Help prepare renewal applications and gather necessary data to assist Agents in the marketing of existing accounts.
- Client Service Support: Provide high-level administrative assistance to ensure client inquiries and change requests are addressed promptly and professionally.
- Compliance: Ensure all activities meet agency standards and state regulatory requirements.
Skills, Knowledge and Expertise
- Experience: Minimum of 1 year of experience specifically working with Commercial Lines of insurance.
- Agency Background: Experience working within an Independent Agency is highly preferred.
- Licensing: A valid California Property & Casualty (P&C) license is preferred; however, we may consider candidates currently in the process of obtaining their license.
- Technical Skills: Proficiency in standard office software and familiarity with Agency Management Systems (e.g., Applied Epic, Vertafore/AMS360).
Benefits
- Stability: Join a local, established team in Hanford with a strong reputation in the community.
- Professional Growth: Gain deep exposure to complex commercial risks and the inner workings of an independent agency.
- Collaborative Environment: Work in a supportive office setting where your contributions directly impact the success of our production team.
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Skills Required
- At least 1 year of experience working specifically with Commercial Lines insurance
- Experience working within an independent insurance agency
- Valid California Property and Casualty license, or active progress toward obtaining one
- Proficiency in standard office software
- Familiarity with Agency Management Systems such as Applied Epic or Vertafore AMS360
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The Company
What We Do
The Misch Group is a premier executive search and staffing agency dedicated to connecting world-class organizations with high-caliber talent, and also operates as an independent, full-service international brokerage firm covering all lines of insurance.
