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P&C Assistant Account Manager - Must be licensed

Company: Orion Risk Management
Location: Newport Beach
Posted on: November 14, 2020

Job Description:

OverviewOrion Risk Management, an Alera Group Company is seeking to build a talent pipeline for the Assistant Account Manager position on the Property and Casualty team.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

As a full-service industry expert, Orion offers a broad range of insurance coverage in property-casualty, workers' compensation, employee benefits, and captive solutions. In addition, we offer value-added services that elevate us above the ordinary brokerage firm. Specialty services include claims management, self-insured implementation plans, loss portfolio transfers, as well as programs specific within key industries such as construction, manufacturing, and wholesalers. We take pride in our client advocacy and ability to provide unique methods for our clients to minimize their costs. Orion, which was founded in 2001, is licensed nationwide and provides service to our clients from three Southern California locations. For more information, please visit:

The Assistant Account Manager works with an Account Manager or an Account Executive to maximize client retention and new sales by assisting in the completion of administrative and technical functions.Responsibilities

  • Respond to Account Manager, Account Executive, and client requests in a timely, effective, and professional manner.
  • Follow agency systems, procedures, and timeframes to set up and maintain client files.

  • Perform rating functions on various carrier websites.
  • Process policies, endorsements, and endorsement requests according to agency procedures and timeframes.
  • Issue certificates of insurance, insurance applications, identification cards, etc.
  • Compose letters to clients and insurance carriers according to form letters in data porter.
  • Maintain current suspense items according to agency procedures.
  • Contact clients and/or insurance carriers for information or to perform service as needed.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.

  • Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame.


    • High School Diploma.
    • Minimum of one-year prior experience as an assistant in an insurance agency.
    • Past completion of relevant insurance education (i.e. - CISR, INS 21, etc.).
    • Fire & Casualty license.
    • Exceptional verbal, written, and communication/people skills.
    • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
    • Proficient in MS Office Suite.
    • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

      Equal Opportunity EmploymentWe'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.

Keywords: Orion Risk Management, Newport Beach , P&C Assistant Account Manager - Must be licensed, Executive , Newport Beach, California

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