Commercial Lines Assistant

About This Role

This role supports large business account executives by providing day-to-day servicing for commercial accounts, managing policy and customer-related activities.

Responsibilities

• Support large business account executives (accounts over $20,000 premium) by assisting with day-to-day servicing of commercial accounts
• Manage policy and customer-related activities following direction
• Prepare and process policy documentation including certificates of insurance, binders, ID cards, endorsements, audits, cancellations, invoicing, and accurate updates within agency management systems
• Coordinate with clients and insurance carriers to respond to policy change requests
• Obtain loss runs and request endorsements
• Provide clerical and administrative support to ensure timely policy delivery

Requirements

• Ability to obtain a Pennsylvania Property & Casualty license within one year of hire
• Working knowledge of Microsoft Word, Excel, and Outlook

Skills

* Required skills

Benefits