949.600.7995 Hello@cgisLLC.com

Administrative Assistant / Assistant CSR

CGIS, LLC - Irvine, CA
Apply Now

Position Duties

  • Receptionist Duties (i.e. phones, mail, office supply orders)
  • Basic data entry in AMS database (i.e. submissions, certificates)
  • Assist Account Manager with various requests
  • Check Policies, Order Loss Runs, MVRs
  • Assist in renewing all insurance licenses, i.e. Non – resident producer licensing

Requirements/Skills

  • CA DOI License and at least 2 years of industry experience
  • Strong experience with all policy servicing aspects of AMS 360
  • Strong understanding of MS Office products
    • Word,
    • Outlook,
    • Excel
    • PowerPoint
  • Experience with
    • Scan Snap or similar product
    • Adobe Acrobat
    • Ecerts Online
  • Prior work in paperless environment a plus

Assistant Account Manager / Administrative Assistant

Position Duties Basic data entry in AMS database (i.e. submissions, certificates) Basic Proposal formatting (transposing quotes into word document proposals) Check/Scan Policies, Order Loss Runs, MVRs Assist in renewing all insurance licenses, i.e. Non - resident...

Producer Private Client Group

Summary The Private Client Group/Personal Lines Producer works independently and with referral sources to identify and call upon affluent prospects in need of sophisticated personal insurance products and risk management solutions. In addition to new business...

Producer Consultant Employee Benefits

Summary Seeking a proven and competitive Employee Benefits Producer to expand and grow CGIS’ EB business by producing and managing a book of EB clients in the 50-5,000+ lives sector.  Responsible for developing strong business relationships and closing business to...

We Value our Employees!

Competitive Salary

 

Health & Dental

 

401k + Matching

 

Paid Vacation

 

Monthly Outings

 

Company Trips

 

Interested?! Talk with Us to Set Up an Interview