Commercial Lines Assistant

Commercial Lines Assistant

Position Overview

The Commercial Lines Assistant supports the Commercial Lines department by coordinating documentation, assisting with policy processing, and providing exceptional service to clients and carriers. This role ensures smooth administrative operations and contributes to the overall success of the commercial insurance team.

Responsibilities

• Assist Commercial Lines Account Managers with daily administrative tasks, policy servicing, and account maintenance.
• Prepare, review, and process insurance documents, endorsements, certificates of insurance, binders, and renewal paperwork.
• Maintain accurate and organized client files within the agency management system.
• Support the issuance of certificates and evidence of insurance for clients and vendors in a timely manner.
• Communicate with carriers to request policy changes, loss runs, quotes, and underwriting information.
• Assist with new business submissions, renewal preparation, and gathering required client data.
• Follow up on outstanding documents and coordinate completion of required forms.
• Provide responsive customer service via phone and email to clients, carriers, and internal team members.
• Ensure compliance with agency procedures and industry regulations.
• Perform additional administrative and support duties as needed.

Requirements