DHW Insurance Brokers Logo

DHW Insurance Brokers

Assistant Account Manager

Reposted Yesterday
Be an Early Applicant
In-Office
Walnut Creek, CA, USA
Junior
In-Office
Walnut Creek, CA, USA
Junior
Provide remote support to Account Managers by handling back-office operations (certificates, endorsements, billing, renewals), delivering prompt customer service, documenting actions, managing priorities, and mentoring junior assistants.
The summary above was generated by AI

Assistant Account Manager (100% Remote) – DHW Insurance Brokers

  • Do you crave the flexibility that comes with remote work?
  • Are you ready to have FUN at work and love your job?
  • Looking to advance your career?
  • If so, DHW Insurance Brokers is ready for you!

Join the dynamic team at DHW Insurance Brokers as a dedicated, detail-oriented, and highly empathetic Assistant Account Manager. This 100% remote role provides crucial support to Account Managers in client account tasks and back-office management. If you excel in organization, critical thinking, and customer service, we encourage you to apply.

Key Responsibilities:
  • Provide outstanding customer service with a strong sense of urgency in resolving member issues.
  • Assist Account Managers with various tasks.
  • Manage back-office operations, including training and accurate execution of tasks.
  • Handle certificates, endorsements, loss runs, MVRs, and cancellations.
  • Process billing inquiries and follow up on non-payment issues.
  • Ensure timely issuance of renewal certificates and Auto ID cards.
  • Maintain accurate records with strong adherence to documenting and naming standard procedures.
  • Utilize a strong follow-up system to ensure timely completion of tasks.
  • Take detailed notes and actively listen to understand client needs.
  • Provide backup support to team members as needed.
  • Assist with document communication and respond promptly to emails, calls, and mail.
  • Collaborate with Account Managers on account activities and potential issues.
  • Mentor other assistant account managers and contribute to personal and organizational development.
Requirements:
  • Active California Property and Casualty insurance license.
  • Minimum 1 year of experience in the insurance industry.
  • Construction background a plus.
  • Highly empathetic with strong active listening skills.
  • Strong attention to detail and critical thinking abilities.
  • Excellent organizational and multitasking skills.
  • Proactive problem-solving mindset.
  • Strong note-taking abilities and adherence to documentation standards.
  • Ability to manage multiple priorities with a strong follow-up system.
Why DHW Insurance Brokers?

At DHW Insurance Brokers, we take a unique approach driven by Dedication, Heart, and Wisdom. As a member of the Independent Insurance Agents and Brokers Association, DHW is a privately held risk management and insurance consulting firm with a professional and experienced team.

Visit our website at www.DHW-ins.com for more information.

If you are ready for a challenging and rewarding role, submit your resume and cover letter today! We look forward to welcoming you to our dynamic team at DHW Insurance Brokers.

DHW Insurance Brokers is an Equal Opportunity Employer.

HQ

DHW Insurance Brokers Walnut Creek, California, USA Office

2070 N Broadway, Walnut Creek, California , United States, 94596

Similar Jobs

Yesterday
In-Office
20-24 Hourly
Junior
20-24 Hourly
Junior
Insurance
The Assistant Account Manager assists with account service tasks, including managing insurance documents, preparing quotes, and maintaining client relationships while achieving production standards.
Top Skills: Microsoft Office SuiteOutlook
5 Days Ago
In-Office
65K-75K Annually
Junior
65K-75K Annually
Junior
Fintech • Professional Services • Software • Financial Services
The Assistant Account Manager will support business management tasks such as bookkeeping, managing accounts, and preparing financial reports, primarily for clients in the music industry.
Top Skills: AgillinkMS OfficeQuickbooks DesktopQuickbooks Online
7 Days Ago
Hybrid
San Francisco, CA, USA
55K-65K Annually
Entry level
55K-65K Annually
Entry level
Information Technology • Insurance
Assist Account Managers in processing renewals, claims, and invoicing. Requires excellent communication and organization skills. No insurance experience needed but preferred.
Top Skills: EpicMS Office

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account