Commercial Lines Assistant
Core
Support Commercial Account Managers and Producers by servicing new and existing accounts to achieve sales goals and service standards.
Role type
Commercial Lines Assistant
Builds
Insurance policies, endorsements, binders, certificates, and invoices for commercial clients.
Domain
Insurance / Commercial Lines
Required skills
Client service, policy review, data compilation, carrier rating systems, underwriting philosophy knowledge
Preferred skills
440 or 220 Insurance License, 2+ years insurance experience
Technologies
Carrier rating systems
Responsibilities
Handle client requests for information, endorsements, and cancellations; Assist in analyzing insurance exposures and account summaries; Review policies, endorsements, and quotations for accuracy; Issue binders, certificates, and invoices; Assist in compiling marketing and underwriting data.
Seniority
Entry-level to Junior