1094 commercial lines assistant jobs found

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Assistant role requires the ability to prioritize workload and attention to detail. Able to problem solve and communicate with account managers. Commitment to a high level of accuracy. Responsibilities: *Policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions per Cross workflow procedures. Processing of policies includes verifying all underwriting information is as submitted, all coverage is as requested and bound, forms and exclusions are standard and as agreed upon, premiums are accurate. Identify discrepancies, communicate with account manager and producers. *Prepare policies for delivery *Manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities *Invoice policy transaction premiums, updates and maintains agency management systems where necessary...

The Cross Family of Agencies welcomes you. We need your talent and expertise. POSITION SUMMARY: Commercial Lines Assistant to provide administrative support which includes  reviewing policy information for accuracy, invoicing, receptionist back up duties and mail duties) and other related services as needed including various data entry activities. Applicant must be able to complete routine office tasks with strong organizational skills, attention to detail, and quality customer service.  KNOWLEDGE, SKILLS AND ABILITIES 1.        Must be organized, with demonstrated skills for effective verbal and written communication.  Should be familiar with daily business operations and have time management skills. 2.        Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel. 3.        Essential functions are outlined; other duties may be assigned...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Assistant role requires the ability to prioritize workload and attention to detail. Able to problem solve and communicate with account managers. Commitment to a high level of accuracy. Responsibilities: *Policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions per Cross workflow procedures. Processing of policies includes verifying all underwriting information is as submitted, all coverage is as requested and bound, forms and exclusions are standard and as agreed upon, premiums are accurate. Identify discrepancies, communicate with account manager and producers. *Prepare policies for delivery *Manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities *Invoice policy transaction premiums, updates and maintains agency management systems where necessary *Understanding of technology as...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Assistant Account Manager to our dynamic team in the Pasadena, California Metro Region.  Location: Pasadena, California Metro Region. This is a hybrid role with 3 days in office requirement. Job Type: Full-Time Industry: Commercial Insurance / Insurance Agency Experience Level: Entry-Level Reports To: Account Manager or Account Executive About Us: We are a growing, client-focused insurance agency specializing in commercial lines coverage for businesses of all sizes. Our team is committed to delivering exceptional service, personalized insurance solutions, and a supportive work environment. We are currently seeking a detail-oriented and motivated Commercial Lines Assistant Account Manager   to join our commercial insurance team. This is an ideal opportunity for someone who is organized, eager to...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Ass istant Commercial Lines Underwriter to join our growing team in Clinton, MS     Th e Ass istant Commercial Lines Underwriter   reviews insurance applications to evaluate, classify, and rate individuals and groups for insurance and accepts or rejects applications.     How You Will Contribute:     examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property,   reviews company records to determine amount of insurance in force on single risk or group of closely related risks, and evaluates possibility of losses due to...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Insurance Assistant to join our growing team in Dedham, MA!         The Commercial Lines Insurance Assistant p rovides high quality customer service while assisting in the coordination of services between the client and the insurance company.  Provides clerical support to the team, working in conjunction with Account Managers, Account Executives and Producers to provide exceptional customer service.       How You Will Contribute:       Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team in Raleigh. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Process audits and endorsements. Check and attach insurance policies in Epic. Assemble client’s insurance policies for delivery....

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team in Williamsburg. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Process audits and endorsements. Check and attach insurance policies in Epic. Assemble client’s insurance policies for delivery....

JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.     DUTIES & RESPONSIBILITIES: Assists the Account Management team with all aspects of the account-service process. Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments. Participates in the renewal preparation process, including generating renewal...

JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.     DUTIES & RESPONSIBILITIES: Assists the Account Management team with all aspects of the account-service process. Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc. Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments. Participates in the renewal preparation process, including generating renewal...

Objective: Heffernan Insurance Brokers is looking for a Sales Assistant to join its Portland, OR Commercial Lines team. This primary function of this position is to assist Producers with the development and implementation of new business research, marketing, and other approaches to increase sales productivity. Heffernan provides a career path with ample opportunity for upward mobility. This position will work out of the Portland, OR office.   Responsibilities Include: Coordinate and maintain appointment calendar. Coordinate meetings and events with external and internal personnel. Maintain confidentiality of all duties assigned by Producer. Submit monthly expense reports for Producers, or as necessary. Maximize the use of Sales and other software platforms as necessary. Prepare claims analysis reports. Gather underwriting information and assist with carrier submissions. Assist in completing new business applications and accords. New business...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production...

The Technical Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company. Responsibilities Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to: Certificates of Insurance Certificate Holder Updates Motor Vehicle Reports Cancellations Notices Loss Runs- On Demand and Scheduled Policy Binders Endorsements and Audits Invoicing Prepare Renewal Kit Create Renewal Submission Applications Proposal Preparation Prepares certificates of insurance and certificate holders updates as required Orders and processes scheduled loss runs and on demand loss run requests Processes direct bill and agency bil endorsements and audits Prepare renewal submission applications Provides quality customer service to clients, team members, and carriers Prepares policy...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Insurance is seeking a Commercial Lines Account Service Manager Assistant to join their team in Naples, Florida. Primary Objectives & Summary : The Commercial Account Manager Assistant is responsible for maintaining policy service workflow and aiding the Commercial Lines Account Manager. Qualifications: To perform this job satisfactorily, an individual must be able to perform each of the essential duties satisfactorily. Good written, verbal, and computer skills are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Essential Duties & Responsibilities: Issue Certificates of Insurance & Evidence of Property Forms Request Loss Runs from carriers or online. Process and check Policies timely for all renewals as needed, including...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Commercial Lines Client Assistant to join our growing team in Rochester, NY The Commercial Lines Account Service Representative is responsible for providing comprehensive administrative and customer service support for commercial insurance clients. This role involves working closely with account managers, underwriters, and clients to ensure the smooth handling of policy renewals, endorsements, billing inquiries, and claims. How You Will Contribute Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required. Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested. Issue Change Requests and Auto ID Cards using carrier website when applicable Bill and...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team in Raleigh. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Process audits and endorsements. Check and attach insurance policies in Epic. Assemble client’s insurance policies for delivery....

Role, Function & Position Summary  We are seeking an Assistant Commercial Lines Marketing Coordinator to support the marketing of commercial new and renewal business to our insurance companies and assist Producers in gathering necessary information from new business prospects. This role will help ensure the most comprehensive and competitive insurance programs are secured, supporting our Producers in achieving and exceeding sales goals. The Assistant will also provide quality control reviews of new business and renewal submissions, ensuring accuracy and timely processing while offering marketing advisory services as requested. At Ansay & Associates, we believe in building lasting relationships and exceeding customer expectations — that’s the Ansay Way! Our core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthiness Accountability – Responsible for Actions & Results Passion – Unfailing Dedication...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility. Candidates preferred that are located in the state of Indiana.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period. Job Summary: The Commercial Lines Marketing Specialist works collaboratively with the Producers and Carriers while managing new business. Duties and Responsibilities: Responsible for supporting the agency’s commercial...