Commercial Lines Assistant

Job Description

Job Description

Commercial Lines Assistant

Position Overview

The Commercial Lines Assistant supports the Commercial Lines department by coordinating documentation, assisting with policy processing, and providing exceptional service to clients and carriers. This role ensures smooth administrative operations and contributes to the overall success of the commercial insurance team.

Responsibilities

• Assist Commercial Lines Account Managers with daily administrative tasks, policy servicing, and account maintenance.
• Prepare, review, and process insurance documents, endorsements, certificates of insurance, binders, and renewal paperwork.
• Maintain accurate and organized client files within the agency management system.
• Support the issuance of certificates and evidence of insurance for clients and vendors in a timely manner.
• Communicate with carriers to request policy changes, loss runs, quotes, and underwriting information.
• Assist with new business submissions, renewal preparation, and gathering required client data.
• Follow up on outstanding documents and coordinate completion of required forms.
• Provide responsive customer service via phone and email to clients, carriers, and internal team members.
• Ensure compliance with agency procedures and industry regulations.
• Perform additional administrative and support duties as needed.

Requirements

• Previous experience in commercial insurance or an agency environment preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Proficiency with office software (Microsoft Office Suite); experience with agency management systems (Applied Epic, AMS360, Vertafore, etc.) is a plus.
• Knowledge of commercial property & casualty insurance terminology.
• Experience processing certificates of insurance and endorsements.

With more than 50 years of experience, Career Personnel provides for the staffing of businesses, supplying qualified temporary, temporary-to-hire, direct-hire and contract candidates for companies in the Montgomery and Birmingham areas.

If you’re a highly-motivated, skilled and conscientious individual looking for the right position, or a human resources professional seeking that person for your workplace, Career Personnel can guide you through the process of professional growth.

Company Description

With more than 50 years of experience, Career Personnel provides for the staffing of businesses, supplying qualified temporary, temporary-to-hire, direct-hire and contract candidates for companies in the Montgomery and Birmingham areas.\r\n\r\nIf you’re a highly-motivated, skilled and conscientious individual looking for the right position, or a human resources professional seeking that person for your workplace, Career Personnel can guide you through the process of professional growth.