Commercial Insurance Assistant

2 months ago


Oldsmar, United States Higginbotham Insurance Agency Full time
Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our Oldsmar, FL office.

We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top notch service to our clients. This is a great position for someone wanting to grow their insurance career or take a step back from the hubbub of corporate life. Join our team and add to our story This individual will work closely with Commercial Lines Account Managers, Account Executives and other members of the team to service our clients by handling the following duties:

  • Issuing certificates of insurance
  • Ordering MVR's for commercial clients
  • Reviewing commercial policies and endorsements for accuracy
  • Updating applications in the Agency Management System
  • Reviewing carrier websites to obtain applicable information pertaining to commercial accounts
  • Processing incoming mail, such as policies and endorsements
  • Provide primary back-up coverage for the front-desk receptionist, as needed.
Skills:
  • Excellent interpersonal and customer service skills, with a cheerful phone presence
  • Strong verbal and written communication skills
  • Ability to work collaboratively in a team environment
  • Excellent time management and organizational skills with strong attention to detail
  • Ability to complete tasks efficiently and accurately
  • Strong computer literacy, including knowledge of MS Office, Outlook and Teams
  • Agency Management System experience preferred, AMS 360 experience greatly valued
Required Experience:
  • At least 1-2 years' experience in an entry level insurance position preferred
  • Experience with certificates of insurance helpful
  • General knowledge of insurance terminology
  • Must have a current FL 4-40 or 2-20 license, or be willing to obtain quickly
Work Location:
  • Oldsmar, FL
Compensation:
  • Competitive compensation depending on applicable experience
Perks & Benefits:
  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunity - the potential for growth within the company
  • Excellent work/life balance


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