Assistant Account Manager - Property & Casualty

Walnut Creek, California
Not Specified
Oct 12, 2021
Dec 10, 2021
Job Type
Not Specified
Career Level
Not Specified

Legacy Risk, an Alera Group Agency, LLC. continues to grow and we have an immediate opening for an experienced Assistant Account Manager that will be responsible for providing technical and administrative support to our Commercial Lines Insurance Account Management team. The Assistant will work closely with our Account Managers, Producers and other team members in providing exceptional service to our new and existing commercial clients.


Primary responsibilities encompass servicing a designated group of clients in tandem with the account managers which includes the review and issuance of Certificates of Insurance in accordance with our brokerage procedures. This position will also provide support with the preparation of renewal applications, proposals, and summaries. In addition, the assistant enters policy and client information into the Agency Management System, processes change requests, and verifies the accuracy of endorsements and premium audits. The individual will also prepare and distribute Auto ID cards, order loss runs and conduct initial policy checking. Legacy Risk is a paperless environment using the EPIC (APPLIED) agency management system


The successful candidate will have a high school diploma with some college course work and a minimum 2 years' experience in the insurance industry preferably with an independent insurance brokerage firm. Excellent written and verbal communication skills and demonstrated proficiency in Microsoft Office including Word, Excel and Outlook is required. Experience utilizing the EPIC agency management system is highly desirable. All applicants must possess a California P&C insurance license.

Equal Opportunity Employment

We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. As a result, Legacy was recently honored with a 1st place ranking for 2018 Bay Area Best Places to Work by the San Francisco Business Times! We also offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.


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