Temporary position - with intention to direct hire
A highly respected insurance agency with over four decades of experience in the business is seeking a Commercial Lines Account Assistant to join its team. This agency is known for its exceptional leadership and unwavering dedication to both employees and clients. If you're motivated and eager to learn, you'll love being part of this agency's success!
- Hourly wage of $28.00 - $32.00, depending on experience
- Benefits, including medical, dental, and vision insurance
- Sick leave
- Remote (equipment provided)
Key Qualifications
- Experience: A minimum of 1-3+ year of experience within the insurance industry is required
- Licensing (Preferred): An active Property & Casualty (P&C) license
Technical & System Proficiency
- Proficiency with systems such as Applied Epic
- General Software: Microsoft Office, carrier websites, and other relevant software systems as needed
Core Responsibilities
- Professionally handle all incoming calls and promptly respond to emails, proactively assisting clients with their insurance inquiries and servicing their needs.
- Ensure the accuracy and completeness of client files and policy details by diligently maintaining records within the agency management system.
- Efficiently process applications and provide support for online rating processes.
- Thoroughly verify and document all critical file information, including premiums, policy numbers, claims reports, and required forms, to ensure compliance and accuracy.
- Collaborate effectively with internal departments to seamlessly meet customer needs and resolve complex issues.