Insurance Assistant

Company: Petra Risk Solutions
Location: Orange
Posted on: November 8, 2024

Job Description:

Petra Risk Solutions is an established boutique insurance brokerage. As the nation's largest independent insurance brokerage exclusively serving the hospitality industry, our mission is to provide our customers with exceptional service. We are seeking a new Assistant Account Manager to join our team. Your role will be to assist our customer service team in meeting the needs of our policyholders. As a member of the Commercial lines customer service department, you will work with Account Managers and Customer Service Representatives and report to our Office Manager. What You Will Do: Electronically attach documents Review policy documents to verify accuracy in rating, typing and coverage Document discrepancies and/or errors in reviewed policy documents Prepare written correspondence Process endorsement requests Issue certificates of insurance and auto ID cards Process cancellation notices Process invoices Maintain electronic files in an orderly, up-to-date manner Maintain regular, pro-active communication with service team members What You Will Bring: Our ideal candidate will have 2-3 years of relevant experience and the following credentials/skills: High School or GED Property and Casualty Insurance Why You'll Love Us: We support work/life balance and have a flexible work environment. Salary range for this position is $25.00 - $30.00 per hour, depending upon experience. We offer the following benefits: Health Insurance Life Insurance Dental Insurance Vision Insurance 401(k) Dependent Care Flexible Spending Account Medical Flexible Spending Account Flexible Schedules Work From Home (Hybrid) Holiday Pay Paid Time Off Long-Term Disability Short-Term Disability DEI Statement: We are committed to providing an inclusive environment that ensures the happiness and success of each of our associates. We pride ourselves on hiring, training, and retaining a community of employees from various backgrounds, perspectives, and experiences. EOE Statement: We are an equal opportunity employer that does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Employment Type: Full Time Years Experience: 1 - 3 years Salary: $52,000 - $62,400 Annual Bonus/Commission: No

Keywords: Petra Risk Solutions, Lancaster , Insurance Assistant, Other , Orange, California