949.600.7995 Hello@cgisLLC.com

Assistant Account Manager / Administrative Assistant

CGIS, LLC - Irvine, CA
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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 licensing
  • Receptionist Duties (i.e. phones, mail, office supply orders)
  • Assist Account Manager with various requests

Requirements/Skills

  • CA DOI License and at least 5 years of industry experience
  • Strong experience with all policy transaction aspects of AMS 360
    • Renewals
    • Endorsements
    • Invoicing
    • Eforms- Applications, ID Cards, and Certificates
  • Strong understanding of MS Office products
    • Word – superior skills
    • Excel – superior skills
    • Outlook – superior skills
    • PowerPoint – proficient
  • Experience with
    • Scan Snap or similar product
    • Adobe Acrobat
    • Ecerts Online would be a plus, but not mandatory
  • Experience working in paperless environment – mandatory

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We Value our Employees!

Competitive Salary

 

Health & Dental

 

401k + Matching

 

Paid Vacation

 

Monthly Outings

 

Company Trips

 

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