Commercial Lines Assistant

Commercial Lines Insurance Assistant

Responsibilities:

1. Client Interaction: Interact with commercial insurance clients to gather information, assess their insurance needs, and provide assistance in policy-related inquiries.
2. Policy Processing: Assist in the processing of commercial insurance policies, including data entry, policy issuance, endorsements, and renewals.
3. Documentation Management: Maintain accurate and organized documentation for commercial insurance policies, ensuring compliance with industry standards and company procedures.
4. Communication: Communicate effectively with clients, underwriters, and other team members to convey policy details, coverage options, and any relevant changes.
5. Risks Assessment: Support in evaluating and assessing risks associated with commercial insurance applications, collaborating with underwriters as needed.
6. Claims Assistance: Aid clients in navigating the claims process, acting as a liaison between clients and claims adjusters to facilitate prompt and efficient resolution.
7. Policy Review: Regularly review and update commercial insurance policies, ensuring they align with clients' evolving business needs and industry regulations.
8. Market Research: Stay informed about market trends, new products, and changes in regulations related to commercial insurance to provide valuable insights to clients.
9. Cross-functional Collaboration: Collaborate with insurance brokers, underwriters, and other team members to enhance overall service quality and ensure a seamless client experience.

Qualifications:

1. Education: High school diploma required; additional coursework or certification RIBO would be a great asset, or if you are willing to get the RIBO course.
2. Experience: Previous experience in a similar role within the insurance industry is advantageous.
3. Knowledge: Familiarity with commercial insurance products, coverage options, and industry regulations.
4. Communication Skills: Strong verbal and written communication skills to interact effectively with clients and internal stakeholders.
5. Organizational Skills: Detail-oriented with excellent organizational and multitasking abilities.
6. Technology Proficiency: Proficient in using relevant software for policy processing and documentation.
7. Customer Service: A customer-focused mindset with a commitment to providing excellent service to clients.
8. Adaptability: Ability to adapt to changing priorities and work effectively in a dynamic environment.