About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an Entry-Level Commercial Insurance Associate to support client administrators in servicing commercial insurance accounts. In this role you will:

• Assist client administrators with day-to-day account servicing across lines of commercial property & casualty insurance
• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits
• Order and review loss runs and claim status reports
• Document client files, track action items, and follow up on outstanding issues
• Complete applications and create certificate notebooks
• Manage expiration lists and set up original policies in binders
• Verify policy and endorsement details in ImageRight (or equivalent document management systems), prepare invoices, and close diary entries
• File monthly installment/direct bill invoices, loss runs, and loss control reports
• Prepare summaries of insurance for review by client administrators
• Support renewal preparation: set up marketing folders, renewal workflow schedules, and renewal policy files
• Contact underwriters and clients by phone and email to gather and confirm new and renewal business information
• Become proficient with technology tools (ImageRight, barcoding/scanning, Microsoft Office) used to perform duties
• Maintain positive, professional relationships with colleagues and clients

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What We’re Looking For

• Bachelor’s degree (or ability to receive degree within 2–3 months) OR 1–2 years of property & casualty insurance experience with progressively increasing responsibility
• Must obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors license
• Desire to pursue professional insurance designations (AAI preferred) and continuing education
• Proficiency with Microsoft Word, Excel and Outlook
• High attention to detail and ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills and customer-service orientation

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Compensation & Benefits

• Base salary range (applicable for California): $41,200 — $76,800 per year
• Base pay will be determined by experience, skills, training, location, certifications and education; may also be eligible for performance-based incentives
• Competitive total rewards package including health & welfare benefits, tuition assistance, 401(k) retirement savings, and employee assistance programs

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Work Environment & Physical Demands

• Office-based role with extended periods seated and keyboard use
• Use of standard office equipment (telephone, fax, copier, scanners)
• Work performed in a typical interior/office environment

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Additional Details / Compliance Notes

• Employment Type: Full-time
• Location: Orange, CA (position requires compliance with California licensing and pay transparency rules)
• Employer: Confidential Client (you will be employed directly by the client via Careertakes)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.