Commercial Lines Assistant

Job Summary

Looking for a dedicated and professional Commercial Lines Assistant to join a growing team. This role is integral to supporting the commercial accounts department by providing exceptional client service, administrative support, and ensuring smooth operations.

Compensation Package

• Salary: $45,000 - $55,000

Responsibilities

• Fulfill client service requests, including processing endorsements, vehicle changes, cancellations, and certificate or binder requests.
• Assist with quotes for new clients and renewal policies.
• Generate, format, and review new business and renewal proposals.
• Provide administrative support to department members and complete additional tasks as needed.
• Follow agency procedures and maintain high standards to best serve clients.
• Serve as a backup receptionist by:
  • Answering incoming phone calls and routing them appropriately.
  • Greeting and assisting walk-in clients in a warm and professional manner.
  • Supporting front-desk coverage during lunch breaks, time off, or high-volume periods.
  • Managing incoming mail, monitoring agency messages (emails, texts, faxes), and handling supply orders when needed.
• Collaborate with team members to fulfill client needs effectively.

Qualifications/Requirements

• Experience: Minimum of 1 year preferred.
• Licenses/Designations: Property & Casualty license is ideal but not required.
• Skills:
  • Strong communication and interpersonal skills.
  • Professional demeanor and friendly attitude.
  • Team-oriented, proactive, and family-oriented mindset.
• Technical Proficiency: Familiarity with Epic software is a plus, but experience with other systems is acceptable.
• Soft Skills: Friendly, go-getter, team player, and family-oriented.
• Background Check: Required prior to the start date.

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