Provide administrative support for Commercial Lines account managers: issue COIs, process endorsements, manage policy documentation in the AMS, assist renewals, handle client inquiries, and ensure regulatory compliance.
Location: Hanford, CA (Full-Time, In-Office)
Experience: 1+ Years in Commercial Lines
Licensing: P&C License Preferred
We are seeking a detail-oriented and proactive Technical Assistant to join our Commercial Lines team. In this role, you will serve as a critical support pillar for our Account Managers and Agents, ensuring the smooth daily maintenance of existing business. This is an ideal role for an insurance professional who excels at administrative precision and thrives in a fast-paced, independent agency environment.
Key Responsibilities
- Account Maintenance: Assist Account Managers with daily processing tasks, including issuing Certificates of Insurance (COIs), processing endorsements, and handling evidence of property.
- Documentation & Filing: Manage the intake and organization of policy documents, ensuring all client files are updated accurately within the Agency Management System (AMS).
- Renewal Support: Help prepare renewal applications and gather necessary data to assist Agents in the marketing of existing accounts.
- Client Service Support: Provide high-level administrative assistance to ensure client inquiries and change requests are addressed promptly and professionally.
- Compliance: Ensure all activities meet agency standards and state regulatory requirements.
Skills, Knowledge and Expertise
- Experience: Minimum of 1 year of experience specifically working with Commercial Lines of insurance.
- Agency Background: Experience working within an Independent Agency is highly preferred.
- Licensing: A valid California Property & Casualty (P&C) license is preferred; however, we may consider candidates currently in the process of obtaining their license.
- Technical Skills: Proficiency in standard office software and familiarity with Agency Management Systems (e.g., Applied Epic, Vertafore/AMS360).
Benefits
- Stability: Join a local, established team in Hanford with a strong reputation in the community.
- Professional Growth: Gain deep exposure to complex commercial risks and the inner workings of an independent agency.
- Collaborative Environment: Work in a supportive office setting where your contributions directly impact the success of our production team.
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Similar Jobs
Machine Learning • Payments • Security • Software • Financial Services
Provide first-line remote and on-site technology support for employees and contractors, troubleshoot hardware/software issues, use help-desk tools, escalate to higher-level teams, and ensure customer-focused resolution following PNC policies.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead transaction advisory engagements by performing financial analysis and modeling, evaluating deal structures and valuations, managing multiple projects, liaising with clients and cross-functional teams, preparing clear reports and presentations, and reviewing junior team members' work to ensure accuracy and high-quality deliverables.
Top Skills:
ExcelFinancial Databases
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead buy- and sell-side Quality of Earnings engagements: analyze financials, assess earnings quality, working capital, and net debt; prepare diligence reports and presentations; manage VDRs; mentor junior staff; support valuation, deal structuring, integration planning, and business development.
Top Skills:
ExcelFinancial DatabasesVirtual Data Rooms
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
