Policy Assistant

Who said Insurance has to be dated, boring, and an unfulfilling career? Insurance Account Management can be exciting, challenging, and impactful (after all, your life's mission is to help protect people and their loved ones - what a great way to make a world of difference in someone's life). Business Insurance (a.k.a. Commercial Lines) is a hidden gem, and AssuredPartners is the emerging underdog.

But don't just take our word for it - see what our employees have to say below

An Insurance Career is for:

• The heartfelt that wants to build a career dedicated to helping others
• The inventors that geek out when finding new solutions to old problems
• The passion-driven that loves collaborating in a team environment
• The reliable that realizes getting tasks done right is important for the safety of others
• The goal-oriented that want to get promoted and build a career (not just get a job)
• The achievers - because that's who you'll be surrounded by

Policy Assistant (Account Coordinator) Role Overview:

• Salary: Competitive salary based on experience
• Locations:
  • 196 South Fir St. Ventura, California 93001
  • 5001 California Ave Suite 150, Bakersfield, CA 93309
  • 1525 East Main Street, Santa Maria, CA 93454
• Work Hours: In-office Monday through Friday 8 AM to 5 PM PST (full-time non-exempt) with the opportunity to explore working a hybrid in-office/remote schedule in the future.
• Our Awesome Benefits:
  • 401K + employer match
  • Medical, Dental, and Vision Insurance with HSA and FSA options
  • Employer-paid life insurance and long-term disability
  • Paid holidays and paid time-off, including volunteer time
  • 100 bonus for passing the P&C license test on the first try
  • 750 education allowance
  • Ongoing bonuses for passed courses
  • Opportunities for growth and promotion up to leadership level

Policy Assistant (Account Coordinator) Responsibilities Include:

Assisting Commercial Account Managers and the team in the day-to-day service of assigned accounts, processing of documents, and maintaining computer-based client files. Must provide prompt, accurate, and courteous account service to clients, co-workers, and insurance company representatives.

• Perform assistant functions including scanning, sending facsimiles, photocopying, and other tasks
• Set up and transmit policy binders according to Account Manager instructions
• Transmit or retrieve information using online systems including ordering MVRs and obtaining loss runs
• Check Workers Compensation policies
• Process Certificates and Evidence of Property
• Document transactions (Activities) within T&Ws agency management system
• Participate in continuing education
• Interest in growing career and gaining more client-facing responsibilities over time
• Other duties as assigned

Policy Assistant (Account Coordinator) Requirements:

• Open to new grads with no experience or junior-level talent with goals to grow a rewarding career
• 1+ years of Commercial Lines agency experience preferred (No related experience necessary with a Bachelor's degree)
• Ability to obtain a CA Fire & Casualty Broker-Agent license (a.k.a. Property & Casualty license) within a reasonable time after starting
• Tech-savvy; Familiar with Microsoft Office (Word, basic Excel, etc.) and ability to pick up software quickly
• Strong organizational and communication skills

About AssuredPartners - Tolman & Wiker:

Tolman & Wiker Insurance Services founded in 1923, is now a partner agency of AssuredPartners, one of the largest and most capable insurance brokerages in the United States. With offices in Ventura, Los Angeles, Santa Maria, Bakersfield, Salinas, and Westlake Village, the Tolman & Wiker team brings our clients best-in-class Risk Management and Employee Benefits capabilities, through our laser-focused local and regional service teams.

• Inc. Magazine's Best-Led Companies of 2021
• Named a 2021 5-Star Brokerage by Insurance Business Magazine
• Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies

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