Account Technician

Job Title

Assist with renewal documentation and claims processing

Respond to simple client requests and inquiries

Serve as support staff to the Account Manager

Maintain and update records in Applied Epic

Ensure compliance with internal procedures and regulatory standards

Collaborate with internal teams to facilitate smooth client servicing

Help prepare materials for client meetings and policy reviews

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

Skills and Requirements :

Active Property & Casualty license in California

1-2 years of experience (Junior-level)

Epic experience, specifically Applied Epic experience Experience with Personal Lines