Commercial Lines Assistant
Posted 2 months ago Expired
This job has expired
Looking for a job like Commercial Lines Assistant in or near Bethlehem, PA? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout 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
About Alera Group, Inc.
Alera Group is a large broker of US business, passionate about client success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services, known for combining national resources with local service.