04/25/2025
We are seeking a detail-oriented and proactive Assistant Account Manager to support our Private Client Account Managers and ensure the efficient operation of our department. This role is vital in delivering high-quality service to our clients by handling a range of insurance-related administrative tasks, providing technical support, and stepping in as a backup to Account Managers when needed. Your Impact: Assist Account Managers in technical areas to ensure efficient workflow of the department. Backup to Account Manager. Assist members of the department with other insurance-related functions as deemed necessary by Team Leader Process schedules of insurance, certificates of insurance, Auto ID cards, applications, and change requests under the direction of the Account Managers. Contact underwriters to follow-up on outstanding requests. Assist in the reviewing and processing of renewals. Review cancellation list with Account Executive on a daily basis; advise Accounting...
Risk Strategies
Burlingame, CA, USA
Full Time