Commercial Lines Account Associate

About This Role

Assist the account team in completing day-to-day administrative and customer service tasks, ensuring quality and meeting performance requirements. This role supports the Ontario, CA office with a focus on general and restaurant accounts.

Responsibilities

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Assist with general office tasks and administration
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders related to policy processing
• Identify and reconcile billing inaccuracies
• Review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Keep the account team informed of workload status and any issues
• Provide proactive and responsive service to clients
• Ensure productivity and quality standards are met

Requirements

• 2+ years of industry experience OR 5+ years of related customer service experience
• Thorough knowledge of insurance brokerage and client needs
• Active property & casualty licensing
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma or equivalent
• 2+ years of industry experience, OR 5+ years of related experience in customer service

Skills

* Required skills

Benefits