2184 personal lines assistant jobs found

The Personal Lines Select Assistant Account Specialist will assist the PL Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. *PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in either our West Linn, OR, Portland, OR, Santa Rosa, CA or Burlingame, CA offices In this role you will: Build and maintain constructive and effective relationships with internal and external clients by assisting the PL Select Account Specialists and Producers and responding to client/carrier communications as assigned Leverage Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications...

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 Assistant Account Manager to join our Personal Lines team in Virginia ! (Teammate may choose to work out of Richmond, Manassas, or Virginia Beach office) The Personal Lines Assistant Account Manager provides personal lines support in maintaining, expanding, and servicing assigned accounts. How You Will Contribute: Process and check renewal policies. Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters. Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects. Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals. Process carrier downloads and manage AMS daily...

Position Summary: The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential Tasks: Preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt Quote processing for new and renewal business Handling/processing of EPIC download activities Support the Account Manager with processing changes and other tasks in the system Assist customers by phone and proof of insurance requests Maintain and support relationships with both internal stakeholders and external clients Maintain updated agency management system to include policy information, correspondence, and contact information Various other clerical tasks and customer requests as instructed Core...

The Personal Lines Assistant Account Specialist (AAS) supports the Account Specialist (AS) by handling service-related tasks and processing policy changes, typically with limited direct client contact. This is more of a customer service supportive role for the AS and their shared book of business. Your Impact: - Answering and transferring calls from the mainline phone queue— not to assist the client directly , but to route them to the appropriate team member. The only exceptions are flood and auto-related calls, which the AAS is expected to handle if on their file. - Following all Risk Strategies Standard Operating Procedures (SOP) and naming conventions. - Assisting with client payments, flood and auto quotes/re-shops, completing auto endorsements from start to finish, and processing home endorsements and cancellations as assigned by the AS. - Updating client information and policy details in the management system. - Returning client calls and completing tasks assigned by the...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across...

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   Personal Lines Technical Assistant to join our growing team in   Dedham, MA !         The Personal Lines Technical Assistant p rovides administrative support and value-add services to Personal Lines Account Manager, Team Leaders and Producers.     How You Will Contribute:     Enter endorsement items into the Agency Management System. Verify for accuracy and bill all endorsements received from carriers. Follow up on overdue items. Process all requests for vehicle changes; issue ID cards accordingly; issue binders for leased vehicle requests; issue forms and follow up. Data entry of all applicable underwriting information, correspondence or all other client/carrier pertinent information into the profit center management system as required....

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the 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 21,000 employees in 600+ 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 Long-Term Disability...

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 Personal Lines Technical Assistant to join our growing team in Tallahassee, FL! The Personal Lines Technical Assistant provides personal lines support in maintaining, expanding, and servicing assigned accounts. How You Will Contribute: Process and check renewal policies. Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters. Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects. Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals. Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities. Redeliver...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary Provides support and assistance to senior underwriting staff handling...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Administrative Assistant Boston, Massachusetts and Newburyport, Massachusetts The Administrative Assistant is primarily responsible for providing administrative support to management and other staff members of Cross Insurance for the region’s largest, high-profile accounts. In addition, this position supports the Sales and Service departments of Commercial Lines, Personal Lines and Benefits with business analytics and special projects. The position demands a high level of organization, customer service, excellent communication skills and strong working ability with Microsoft Office applications. Duties of an Administrative Assistant include, but are not limited to : Executive & Administrative Support Provide high-level administrative support, including complex calendar management, meeting coordination, and preparation of agendas and materials. Anticipate...

CopperPoint has an exciting opportunity for an Associate Underwriter I. In this role, you will support the Underwriter in quoting, issuing, and maintaining new and renewal business across Workers’ Compensation and/or Property & Casualty lines. You will take ownership of the overall process and workflow for assigned new and renewal accounts, ensuring accuracy, timeliness, and a seamless experience. This includes reviewing submissions and requesting the necessary underwriting information to facilitate policy quoting, issuance, and ongoing maintenance.     Job Responsibilities: Prepare quotes based on set criteria/thresholds/revisions and instructions from Underwriting Assist in reviewing quotes in rating system pre underwriting to ensure quality control for new and renewal business. Solicit renewal information from broker/agency to include sending required pre-renewal notifications Quality assurance of below...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking an  Underwriter Assistant  to join our growing team in   Greenwood Village, CO !         Under guidance of the Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices     How You Will Contribute:     Manage internal 59-day list, assist Underwriting and Accounting teams in processing 59-day notices. Management of surplus lines tax filing queries. Process Audit tax filings within management system. Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests. Renewal solicit management. Reconcile binding subjectivities and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group  is seeking a Technical Assistant  to join our growing team in Garden City, NY!     The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or rejects new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding.     How You Will Contribute:   Assists the Account Executive when underwriting or brokering risks, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.  Assists the Account Executives when reviewing, analyzing and underwriting...

Join us as an Assistant Regional Underwriting Manager, Public Companies, Financial Lines to play a key leadership role that will drive business growth. Make your mark in Underwriting We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact The Assistant Regional Underwriting Manager for Corporate Accounts, Financial Institutions portfolio will be based in New York and report to the Regional Underwriting Manager in the Northeast region.  This role will support the development and execution of the strategies for this portfolio within the territory.   This role will be responsible for management of a team of Underwriters and oversee the performance of a portfolio of accounts....

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The Underwriting Assistant supports the Environmental Underwriting team by managing policy processing, data accuracy, and administrative workflows across the underwriting lifecycle. This role enables underwriters to focus on risk analysis by handling submissions, documentation, system entry, and broker coordination for environmental insurance products. Attention to detail, strong organization, and comfort working with complex environmental risk information are critical for success. Location: Florida or New York Work Arrangement: Hybrid or remote work environment, depending on organizational structure The salary range for this role is between $64,000-$105,500 Your New Role: Underwriting & Policy Support Support new business, renewals, endorsements, and policy changes for Environmental underwriting accounts Prepare and issue quotes, binders, endorsements,...

Account Manager - OA09HN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              This role will have a Hybrid work schedule, with the expectation of working in an office Greenwood Village, CO, Scottsdale, AZ, Frisco, TX, Chicago, IL, Overland Park, KS 3 days a week (Tuesday through Thursday). The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Specialty Auto underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for Underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ 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...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

About Us: SPG Wholesale LLC is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on small to mid-market E&S commercial and specialty personal lines risks. About the Position: The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing binding and brokerage team.  Successful applicants will work with the in-house underwriter to request and review underwriting information for processing of endorsements, and processing bind orders. Essential Duties and Responsibilities : Provide and/or assist with audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner. Respond promptly to all requests from brokerage team, underwriters, retailers, or...