Responsible for the day-to-day service of assigned accounts, the processing of documents and the maintenance of client paper and electronic files. Provided prompt, accurate and courteous service to clients, producers, members and insurance companies in the development and retention of accounts.

• Minimum 5 years agency experience in commercial insurance account handling.
• Hold a California Fire & Casualty Broker/Solicitor's License.
• Completion of IIA General Insurance, AIS or AAI programs highly desirable.
• Excellent oral and written English communication and figure aptitude skills, normally acquired   through completion of high school level studies, college preferred.
• Participate in Continuing Education for the maintenance of insurance license and personal   development.
• Ability to accurately type 50 words per minute and above average aptitude with personal computers   and proficient in the use of MS Word and Excel.
• Organizational skills as demonstrated by the ability to work on several tasks at once with frequent   interruptions while meeting sensitive time frames.

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