Client & Administrative Support

• Assist with routine client service needs, including certificates, auto ID cards, policy requests, and basic coverage questions.
• Maintain organized client files, documentation, and communication logs.
• Help manage incoming phone calls and emails for the commercial department.

Policy Servicing

• Process policy changes/endorsements such as vehicle updates, location changes, additional insureds, and other routine items.
• Request and review policy documents for accuracy before sending them to clients.
• Ensure all documentation is saved properly in the agency management system.

Renewal Assistance

• Request loss runs, gather updated exposure information, and prepare renewal data for the Account Manager.
• Assist with assembling renewal proposals and tracking renewal deadlines.
• Deliver renewal documentation to clients once finalized.

Certificates of Insurance

• Prepare, issue, and track certificates of insurance based on agency and carrier guidelines.
• Handle urgent certificate requests promptly, especially for clients with contractual requirements or vendor deadlines.

Carrier Coordination

• Communicate with carriers and underwriters to request endorsements, audits, quotes, and policy documents.
• Follow up to ensure timely responses and support the Account Manager in managing carrier relationships.

System & Workflow Management

• Enter and update client and policy data accurately in the agency management system.
• Track open tasks, diaries, and follow-ups to ensure nothing slips through the cracks.
• Support compliance with agency procedures and E\&O standards.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.