Commercial Lines Insurance Assistant
2 weeks ago
We are seeking a highly motivated and detail-oriented Commercial Lines Insurance Assistant to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities- Retrieve policy documents from carrier websites for new business, cancellations, endorsements, audits, non-pay & reinstatement notices.
- Policy checking for new business, re-writes & endorsements.
- Process endorsement and certificate requests as received daily.
- Process cancellations, non-pay notices & reinstatements.
- Support in the processing binders of insurance, policies, and audits.
- Handle billing inquiries.
- Maintain account files in an orderly sequence according to established procedures.
- Enter all required data into the system to maintain current file data.
- Maintain a follow-up system for correspondence/requests.
- Provide back-up to other Commercial Assistants.
- Scanning and other clerical tasks, as assigned.
- Assist the marketing department as needed.
- High School diploma or equivalent required.
- 1 year of insurance experience required.
- Active Property & Casualty license, or willingness to obtain a license within your first year of employment.
- Proficiency in Microsoft Office 365 is required.
- Exceptional customer service and interpersonal skills are required.
- Excellent growth and advancement opportunities.
- Competitive pay based on experience.
- Paid Time Off (PTO).
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan.
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Commercial Lines Insurance Assistant
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