Job Description

Commercial Insurance Assistant Overview: Onsite/Hybrid based on experience, base salary 50-65k base on experience       

Established insurance agency seeking for a commercial assistant to join our commercial department.  Candidates will have the following qualifications: 

Responsibilities: 

The Commercial Insurance Assistant is expected to contribute to the commercial department by assisting the Account Executives through customer service, account retention, general back office support, independent thinking and problem solving.  

Qualifications: 

• Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed. 
• Perform policy endorsements, binding, issuing ID Cards, etc
• Experience identifying account rounding opportunities and suggesting applicable coverage 
• Assist multiple producers while working hand in hand with an experienced service team. 
• Developing professional customer service skills
   

Requirements:  

• 1+ years experience working with an independent brokerage or agency 
• Experience working in a team environment 
• Experience working face to face with customers 
• Data Entry experience 
• Provides administrative support and other related services as needed (e.g., input account information into system).  
• Participates in projects/assignments as needed. 
• AMS 360 experience is a must

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