Commercial Insurance Assistant

Job Description

Job Description

The Dear Agency Farmers Insurance is growing, and we are looking for a Commercial Insurance Assistant to support our expanding commercial book of business.

This is not a position for someone who simply wants to answer phones and complete basic administrative tasks. We are looking for someone who can take ownership, stay ahead of deadlines, communicate professionally with business owners, and become a critical part of our Commercial Insurance team.

The right person will work directly with the Agency Owner and assist with servicing, quoting, renewals, documentation, certificates, underwriting requirements, and the day-to-day management of commercial accounts.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Assist with new and existing Commercial Insurance accounts

Gather and organize information needed for commercial quotes and applications

Prepare and process Certificates of Insurance (COIs)

Assist with policy changes, endorsements, renewals, cancellations, and other service requests

Communicate with customers, underwriters, carriers, lenders, vendors, and other business partners

Track outstanding underwriting requirements, documents, signatures, payments, and follow-ups

Review commercial account information for completeness and accuracy

Assist with Commercial General Liability, Property, Commercial Auto, Workers' Compensation, Umbrella/Excess, and other business insurance products

Maintain detailed and accurate documentation in agency management systems

Help prepare accounts for renewal reviews

Request loss runs, driver information, vehicle schedules, payroll/revenue information, and other underwriting documentation

Assist with applications and insurance forms

Identify missing information and potential coverage needs for review by the licensed agent

Follow up consistently with customers and prospects

Help keep the commercial department organized and running efficiently

Provide a high level of customer service while maintaining urgency and professionalism

Protect confidential customer and agency information at all times

General Lines Property & Casualty and General Lines Life & Health required

Strong Insurance Track Record

Extremely organized and detail-oriented

Able to manage multiple accounts, deadlines, and priorities at the same time

A strong communicator by phone, email, and in person

Comfortable speaking professionally with business owners and decision-makers

Self-motivated and willing to take initiative

Accountable and able to follow through without constant reminders

Coachable and willing to learn

Comfortable working in a fast-paced environment

Able to recognize when something is missing or doesn't look right

Confident asking questions instead of making assumptions

Proficient with computers and able to learn new systems quickly

Someone who takes pride in accuracy and completing work correctly the first time