Insurance Assistant

The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards. 

How You Will Contribute:  

• Build and maintain strong customer relationships to support account retention and client satisfaction. 

• Collect updated client information annually to assist with policy renewals and marketing efforts. 

• Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes. 

• Assist in analyzing client exposures and recommending appropriate coverage adjustments. 

• Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers. 

• Prepare and compile marketing and underwriting data such as loss runs and MVRs. 

• Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools. 

• Issue key documents including binders, certificates of insurance, ID cards, and invoices. 

• Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions. 

• Maintain attendance, follow agency procedures, and engage in ongoing professional development. 

Licenses and Certifications:  

• 440 or 220 License (preferred) (must be obtained within a year of employment) 

Skills & Experience to Be Successful: 

• High School Degree required. 

• At least two years of insurance experience (preferred) 

• Completion and evidence of skills as outlined by Commercial Management.