Entry Level Insurance Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Entry Level Insurance Assistant is a part of the Regional Support Team (RST), reporting directly to the Regional Operations Leader or delegate.

This is a hybrid position paying in the $20.00 to $22.00 per hour range and can work from our Irvine or Stockton offices.

WHAT YOU WILL DO:

• Follow SOPS created for tasks as assigned.
• Manage internal 59-day list, assist Underwriting and Accounting teams in processing system corrections/offsets.
• Management of Policy
• Management of surplus lines tax filing inquiries, assist the Divisional Tax Team with collection of required state forms and escalations.
• Process Audit for taxes within management system
• Provide closed even audits to agency partners.
• Carrier reconciliation: Processing system corrections (commission, market provider, etc.),
• Direct bill invoicing within management system
• Processing of AOR/BOR requests as required.
• Renewal solicit management.
• Reconcile binding subjectivities and requirements.
• Other Duties as assigned.

WHAT YOU WILL NEED:

• Minimum Education required; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
• Proficient with MS Office
• Exceptional telephone demeanor
• 1-3 years' experience in a similar administrative support position

Preferred:

• CA P&C State Licensed
• Associate or bachelor's degree in a business or financial related discipline

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.