Commercial Technical Assistant

Job Summary

Seeking a detail-oriented and motivated Commercial Technical Assistant to join a growing team. This role is pivotal in supporting our service team by handling ID cards, policy detailing, and addressing basic client inquiries.

Compensation Package

• Salary: $55,000 - $60,000 (commensurate with experience)
• 401(k)

Responsibilities

• Process ID cards and policy details with accuracy and efficiency.
• Respond to basic client inquiries via phone and email, ensuring clear and professional communication.
• Collaborate with the service team and Account Manager to support client needs.
• Utilize Epic software to manage and update client accounts.
• Work with carriers such as CHUBB, Cincinnati, Travelers, FCCI, Selective, and Philadelphia to ensure seamless policy management.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 1-3 years of relevant experience in the insurance industry.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills: Strong phone communication skills, attention to detail, ability to articulate clearly, and a commitment to providing excellent customer service.
• Work Environment: Must be able to work onsite in Pittsburgh for the first six months. Flexibility for a hybrid schedule may be considered thereafter.

#LI-DC2

Job Summary

Seeking a motivated and experienced insurance professional to join a team as a Personal Lines CSR. The ideal candidate will have a background in re-marketing accounts, working with producers, and providing standard A-Z servicing for standard personal lines accounts. This is a great opportunity to join a family agency with a close-knit team.

Compensation Package

• Salary Range: $40,000 – $65,000
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Re-marketing accounts and working with producers
• Providing standard A-Z servicing for standard personal lines accounts
• Quoting new and renewal business
• Utilizing EZLynx software for daily tasks

Qualifications/Requirements

• 1+ years of experience in the insurance industry
• Required licensure/designation: P&C
• Experience with re-marketing accounts and working with producers
• Proficiency in using EZLynx software
• Strong communication and interpersonal skills
• Ability to work effectively in a team environment

If you are a dedicated insurance professional looking to take the next step in your career, we encourage you to apply for this exciting opportunity.

Personal Lines Assistant / Receptionist

Position Summary:
The Personal Lines Assistant/Receptionist serves as the first point of contact for clients while providing administrative and clerical support to the personal lines team. This role combines front-desk responsibilities with assistance in servicing personal insurance accounts, helping ensure efficient office operations and a high level of customer service.

Key Responsibilities:

Front Desk / Reception Duties:

• Greet and assist clients in person and over the phone in a professional, friendly manner
• Answer and route incoming calls, take messages, and respond to basic inquiries
• Manage incoming and outgoing mail, email, and deliveries
• Maintain a clean, organized reception area
• Schedule appointments and assist with calendar management

Personal Lines Support:

• Assist account managers and producers with servicing personal lines policies (auto, home, renters, umbrella, etc.)
• Process policy changes, endorsements, and cancellations
• Prepare certificates, ID cards, and other policy documents
• Follow up with clients for missing information or documentation
• Enter and update client data in the agency management system
• Help obtain quotes from carriers and prepare proposals when needed

Administrative Duties:

• Scan, file, and maintain electronic and paper records
• Support billing inquiries and basic policy questions
• Track tasks and follow up to ensure timely completion
• Assist with special projects and general office support as needed

Qualifications:

• Property & Casualty License (highly preferred)
• High school diploma or equivalent (associate’s or bachelor’s degree preferred)
• Prior office, receptionist, or customer service experience preferred
• Insurance experience or license is a plus (or willingness to obtain)
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Ability to multitask and work in a fast-paced environment
• Proficiency in Microsoft Office and basic computer systems

Key Competencies:

• Customer-focused mindset
• Professionalism and reliability
• Strong problem-solving skills
• Team-oriented attitude
• Ability to handle confidential information with discretion

Work Environment:

• Office setting within an independent insurance agency
• Regular interaction with clients, carriers, and team members

#LI-MP1

About the Role

Seeking a motivated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a close-knit, family-oriented insurance agency. This is a great opportunity for someone who enjoys working in a collaborative environment, values long-term stability, and thrives in a client-focused role. Commercial insurance is the core of the agency’s business, representing the majority of its portfolio, and this role plays a key part in supporting and maintaining strong client relationships.

What You’ll Do

In this role, you will serve as the primary point of contact for commercial insurance clients, helping them with day-to-day service needs and ensuring a high level of customer satisfaction. Responsibilities include:

• Serving as the main contact for policyholders
• Responding to client questions and service requests
• Assisting clients with coverage options and policy changes
• Managing renewals and endorsements
• Maintaining accurate client records in agency systems
• Resolving client issues in a timely and professional manner
• Building and maintaining strong, long-term client relationships
• Ensuring compliance with insurance regulations and agency procedures

What We’re Looking For

• Active Property & Casualty (P&C) license required
• 2+ years of experience in commercial lines preferred
• Strong communication and customer service skills
• Ability to multitask and stay organized in a fast-paced environment
• Problem-solving mindset and ability to work independently
• Comfortable working in an office-based, team-oriented setting

Details

• Job Type: Full-time, onsite
• Compensation: Up to $65,000 annually (depending on experience)

#LI-MP1

Personal Lines Assistant Account Manager

Job Summary
A growing insurance brokerage is seeking a Personal Lines Assistant Account Manager to support an expanding team. This role focuses on servicing personal lines accounts, assisting with day-to-day client needs, and supporting Account Managers to ensure efficient and accurate account handling. The organization offers the resources of a larger firm combined with a collaborative, team-oriented environment.

Responsibilities

• Process and issue Certificates of Insurance in a timely manner
• Handle endorsements and policy change requests
• Submit loss run requests and manage follow-up communications
• Assist in preparing insurance recommendations and client summaries
• Maintain and update client records within agency management software (Applied EPIC)
• Perform administrative and data-related tasks with strong attention to detail, including Excel work
• Support Account Managers with servicing standard personal lines accounts

Qualifications/Requirements

• Prior experience within a personal lines insurance agency
• Exposure to larger personal lines accounts or complex risks is preferred
• Proficiency with Applied EPIC and Microsoft Excel
• Strong organizational skills and ability to work in a team environment
• Excellent communication skills and commitment to client service
• Holds an active P&C (Property and Casualty) insurance license

Compensation Package

• Base salary range: $60,000 – $70,000
• Commission: 50% on new business

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JL1

Personal Lines Insurance Assistant

Location: Garden City, NY (Hybrid)
Schedule: Hybrid – in-office / remote flexibility
Systems: AMS 360, Microsoft Excel
Salary: $50k-$60k hourly- Eligible for Overtime

Position Overview:
Our client, an established insurance agency, is seeking a detail-oriented Personal Lines Insurance Assistant to support their Personal Lines team. This role is heavily focused on back-end administrative work, requiring strong organizational skills and advanced Excel proficiency. The ideal candidate will play a key role in maintaining data accuracy, supporting account managers, and ensuring smooth day-to-day operations.

Key Responsibilities:

• Provide administrative support to the Personal Lines team
• Maintain and update client and policy data within AMS 360
• Manage and organize large datasets using Excel (tracking, reporting, auditing)
• Assist with policy processing, documentation, and internal workflows
• Prepare reports, spreadsheets, and internal documentation for the team
• Support renewal preparation and general account servicing tasks
• Ensure accuracy and compliance across all data entry and documentation
• Collaborate with account managers to streamline processes and improve efficiency

Qualifications:

• Prior experience in Personal Lines insurance required
• Strong working knowledge of AMS 360 highly preferred
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data management)
• Experience supporting account managers or service teams is a plus
• Excellent attention to detail and organizational skills
• Strong communication and ability to work in a team environment
• Ability to manage multiple tasks and meet deadlines

Additional Preferences:

• New York insurance experience strongly preferred
• Must be commutable to Garden City, NY for a hybrid schedule
• Comfortable working in a fast-paced, team-oriented environment

#LI-TM1

Commercial Insurance Assistant Account Manager 

Job Summary

Seeking a motivated and detail-oriented Commercial Insurance Assistant Account Manager to join a dynamic team. This role is ideal for professionals with 2–5 years of experience in commercial lines account management, particularly those with expertise in large, complex, multi-line, and multi-location accounts. The successful candidate will work closely with the large account team to manage a book of business that leans heavily toward real estate accounts. This is an excellent opportunity for individuals with a strong service orientation and a hunger for professional growth.

Compensation Package

• Salary Range: $75,000–$90,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: Hybrid or fully remote options available

Responsibilities

• Manage a book of business focused on large, complex real estate accounts (500k+ in size).
• Provide exceptional service to clients, ensuring their needs are met with a detail-driven approach.
• Quote new and renewal business as required.
• Collaborate with the large account team and servicing support staff to deliver tailored risk management solutions.
• Utilize Applied Epic software to manage accounts and ensure seamless operations.

Qualifications/Requirements

• Experience: 2–5 years in a commercial lines account management role, with a focus on large, complex accounts.
• Technical Skills: Proficiency in Applied Epic software is required.
• Industry Knowledge: Experience with real estate and LRO (Lessors Risk Only) accounts is required.
• Licenses: Property & Casualty (P&C) license is required.
• Soft Skills: Strong service orientation, attention to detail, and a growth mindset.

#LI-CD3

Commercial Lines Associate Account Manager (HYBRID)

Atlanta, GA

The AAM assists the Account Managers with tasks such as processing endorsements, audits, and monthly reporting. This role also helps with the renewal process of accounts by pulling loss runs, updating experience summaries, as well as running renewal updates.

Essential Functions:

• Process all elements of endorsements, including sending them to the carriers, reviewing to make sure they are accurate once received, as well as sending to the insured along with any billing/invoice if necessary.
• Process/review audits and monthly reports.                                           
• Assist AMs with renewals - Order loss runs, update experience summaries, and run renewal updates.
• Policy checking.

Other Duties:

• May perform other duties as assigned.

Knowledge, Skills & Experience:

• Knowledge of Microsoft Word, Excel, Office, Applied Epic agency management system.
• 3+ years of commercial lines experience preferred.
• Excellent time management and organizational skills.
• Above average computer and typing skills.

Education, Licensing & Additional Requirements:

• High School degree or equivalent.
• Insurance Agent License. 
• Insurance License Continuing Education.
• CIC, CISR designations

#HYBRID

#LI-DT1

#INDTJG-ST

Commercial CSR

Job Summary

Seeking a dedicated and detail-oriented Commercial CSR to join a close-knit and well-established team. This role is pivotal in supporting a commercial department by handling back-end tasks such as Certificates of Insurance (COI), endorsements, policy changes, and day-to-day service needs. You will work closely with 1-2 account managers to ensure seamless operations and exceptional client service. This is a full-time, in-office position with the potential for one remote day per week after full training.

Compensation Package

• Salary Range: $52,000 - $60,000 annually
• Benefits Include: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process endorsements, policy changes, and Certificates of Insurance (COI)
• Provide day-to-day service and support for commercial accounts
• Collaborate with account managers to ensure timely and accurate completion of tasks
• Maintain accurate records and documentation in the agency management system (Epic)
• Support a variety of accounts, including agriculture, construction, trucking, oil and gas, and captives, with account sizes ranging from $5,000 to $200,000

Qualifications/Requirements

• Education: High school diploma or equivalent
• Experience: Minimum of 2 years in the workforce; prior experience in insurance or financial services is a plus
• Licenses: Property & Casualty (P&C) license preferred but not required
• Technical Skills: Proficiency in Epic or similar agency management software is preferred
• Soft Skills: Strong communication skills, attention to detail, and a willingness to learn
• Work Environment: Full-time in-office role, with potential for one remote day per week after training

#LI-CW5

Entry-Level Small Business Insurance Customer Service Representative (CSR)

Job Summary

Seeking a motivated and customer-focused individual for the role of Small Business Insurance Customer Service Representative (CSR). The CSR will be the first point of contact for small business clients, assisting with their insurance needs while delivering exceptional service. This position offers an excellent opportunity to begin a career in the insurance industry or customer service field.

Responsibilities

• Serve as the primary contact for small business customers, addressing inquiries, resolving concerns, and ensuring satisfaction.
• Accurately process policy changes, payments, and documentation requests in a professional and timely manner.
• Assist clients in understanding their insurance policies and coverage options to meet their unique business needs.
• Respond to customer inquiries via phone, email, or chat with empathy, proficiency, and a solutions-oriented attitude.
• Proactively identify and escalate customer concerns, feedback, or complex issues to the appropriate team or supervisor.
• Build and maintain strong relationships with small business clients to foster retention.
• Maintain accurate records of client interactions and transactions in the CRM system in accordance with company guidelines.
• Educate customers on value-added services and additional coverage options when appropriate.
• Stay updated on company products, policies, and services, as well as industry rules and regulations.
• Contribute to team meetings and collaborate with colleagues to improve processes and enhance customer experience.

Qualifications/Requirements

Education & Experience:

• High school diploma or GED required; an associate or bachelor’s degree is a plus.
• No prior insurance experience necessary—training will be provided.
  Skills & Competencies:
• Strong communication skills, both verbal and written.
• Proactive, customer-first attitude with excellent problem-solving abilities.
• Ability to multitask and maintain strong attention to detail.
• Basic proficiency with computer systems, including Microsoft Office Suite and CRM software.
• Team player with the ability to work independently in a fast-paced environment.
  Preferred Qualifications:
• Previous experience in customer service, sales, or the insurance industry is a plus but not required.
• Familiarity with small business issues or operations is advantageous.
  Other Requirements:
• Ability to maintain a high level of professionalism and confidentiality at all times.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CH3