Commercial Lines Assistant Account Manager-SBU Desk

Description

Join a collaborative commercial lines team where strong service, attention to detail, and teamwork make a real difference for our clients.

Founded in 1917, WSR Insurance Services is one of the oldest and largest independently owned insurance agencies. We partner with a wide range of insurance carriers to provide thoughtful, tailored solutions that help businesses manage risk with confidence. Our independent approach allows us to focus on what matters most: our clients, our communities, and the relationships we build along the way.

About the role:

As a Commercial Insurance Assistant Account Manager, you will work as part of the Select Business Unit desk team to support a book of small commercial accounts from new business through renewal. You will collaborate closely with fellow service team members, Producers, carrier partners, and clients to keep work moving, resolve day-to-day needs, and deliver a consistent service experience. This is a great opportunity for a commercial insurance professional who enjoys variety, shared responsibility, and being part of a team that helps one another succeed. As you build your knowledge and experience, there is potential to take on greater account responsibilities and grow within the commercial insurance team.

What you'll do:

• Work collaboratively with the Select Business Unit desk team to manage daily service needs and keep accounts moving efficiently
• Build positive client relationships by responding promptly, answering questions, and providing reliable day-to-day support
• Coordinate renewals by gathering information, reviewing current coverage, preparing submissions, working with carriers, and completing policy updates on time
• Handle new business referred by Producers, including completing applications, obtaining quotes, coordinating coverage details, and binding coverage
• Process policy changes, certificates, endorsements, audits, cancellations, and other account requests accurately and within expected timeframes
• Review account information for coverage gaps or concerns and partner with Producers and Account Managers on appropriate recommendations
• Report new claims and assist with claim follow-up as needed
• Maintain clear, accurate, and timely documentation in the agency management system
• Follow agency workflows, carrier requirements, and quality standards
• Pitch in during high-volume periods or team absences and contribute to special projects, training, and process improvements

Requirements

Education and Qualifications:

• High school diploma or equivalent
• Current California Property & Casualty Insurance License in good standing
• At least two years of commercial insurance experience, including account support or account management responsibilities, or an equivalent combination of education and experience
• Strong organization, follow-through, and attention to detail
• Clear, professional communication skills and a client-focused approach
• Comfort managing multiple priorities in a team-based environment
• Insurance designation(s) preferred, but not required
• WSR Insurance Services is proud to be an Equal Opportunity Employer. We are committed to creating a workplace where everyone is treated with respect and has the opportunity to succeed.

Why Join us:

• Work with a respected agribusiness book of business and build relationships with clients who value long-term partnerships and trusted advice
• Enjoy flexibility through a hybrid work schedule, with consideration for fully remote arrangements for the right candidate
• Benefit from flexible and alternative work schedule options that support work-life balance
• Join an independent agency that has been serving clients and communities since 1917
• Be part of a collaborative team that genuinely enjoys helping one another succeed
• Continue growing your expertise while working alongside experienced insurance professionals
• Receive an excellent total compensation package, including health benefits, retirement benefits, paid time off, and semi-annual discretionary bonus opportunities

Benefits:

• Competitive salary with bonus opportunities, including semi-annual discretionary bonuses
• Comprehensive health benefits, including medical, telehealth, dental, and vision coverage, with 100% of employee of some
• premiums covered by the employer and dependent coverage available at a minimal cost
• Employer-paid life insurance and short- and long-term disability coverage for employees
• Paid time off, including holidays, vacation, and sick leave
• Paid volunteer time to give back to the community
• 401(k) and profit-sharing plans to support long-term financial wellness
• Alternative work schedule options that support flexibility and work-life balance