Job Description

We’re partnering with a respected insurance agency in the St. Petersburg area that’s looking to add a Commercial Lines Assistant to their growing team. This is a great opportunity for someone who’s organized, detail-oriented, and looking to either get started in insurance or step into a role that offers stability and a strong team environment.

In this position, you’ll support the Commercial Lines department by assisting account managers and executives with day-to-day client service tasks. If you enjoy being the go-to person who helps keep things running smoothly behind the scenes, this could be a great fit.

What You’ll Be Doing:

• Preparing and issuing certificates of insurance

• Ordering motor vehicle reports (MVRs) for commercial clients

• Reviewing policies and endorsements to ensure everything looks correct

• Updating applications in the agency management system

• Using carrier websites to gather policy information and documents

• Sorting and processing incoming mail (like policies and endorsements)

What We’re Looking For:

• Some experience in insurance is preferred (1–2 years in a support role is ideal)

• Comfortable with insurance basics and familiar with certificates of insurance

• Solid attention to detail — accuracy matters here

• Good communication skills, both written and verbal

• Able to manage multiple tasks and stay organized

• A team player with a helpful, can-do attitude

• Familiar with Microsoft Office (especially Word, Outlook, Excel)

• Experience with Applied Epic or another agency management system is a plus

• Active FL 4-40 or 2-20 license is required (or willingness to obtain — support is available)

#remote

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