Insurance Account Specialist - Orange, CA

Brown & Brown, Inc  |  Orange, CA  |  Administration / Clerical, Claims, Financial Services
 
 

CalSurance Associates is a leading E&O insurance broker for Life & Health and Property & Casualty Insurance professionals. We provide insurance brokerage and program administration services to some of the largest insurance firms in the United States. As the originator of large group E&O programs for insurance agents, we have over fifty years of experience delivering customized insurance solutions to insurance agents, agencies, and organizations. 

Responsibilities:

  • Preparing reports, spreadsheets and conducting analysis on large accounts.
  • General administrative work.
  • Develop and format program material.
  • Special projects as assigned by management team.
  • Special Insurance Document handling and coordination.
  • Coordinate account activities as required.
  • Help Coordinate IT projects.
  • Testing of systems.

Required Competencies:

  • Must have a valid California P&C Insurance License or able to obtain in first 90 days.
  • Highly organized and flexible self-starter comfortable working in a small team.
  • Ability to coordinate resources to resolve client and carrier (market) service issues.
  • Ability to review and explain insurance policy terms and conditions to clients and team members.
  • Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook.
  • Ability to maintain a high level of confidentiality.
  • High School diploma/GED.

Preferred:

  • College degree

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.