Commercial Insurance Admin & Data Specialist

Jobtailor; Oklahoma City (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor seeks an organized Insurance Administrative Assistant to support Account Managers, Account Executives, and Risk Consultants with servicing Commercial Lines accounts. You will coordinate servicing with the Account Manager and handle data entry in company systems.

Responsibilities include processing certificates of insurance, handling correspondence, preparing invoices and documents, tracking changes, and supporting pre-renewal processes.

Qualifications

• 3 years of administrator-related work experience (insurance industry preferred).
• High school diploma or equivalent required.
• P&C License required or able to obtain within 120 days from hire.
• Valid Driver’s License and dependable transportation.
• Strong reading, writing, and arithmetic abilities.
• Proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
• Ability to follow EPIC/BMS guidelines for premium efficiency with the team.
• Bilingual English and Spanish is a big plus.

Responsibilities

• Assist Account Managers, Account Executives, and Risk Consultants with servicing Commercial Lines accounts.
• Coordinate servicing of accounts with the Account Manager and enter data in automation systems.
• Support pre-renewal processes and handle account correspondence and clerical work.
• Process certificates of insurance requests and track cancellations/renews in systems.
• Prepare invoices, transmittals, IDs, certificates, binders, and cancellation forms.
• Review and process change requests in the broker management system.
• Maintain an accurate suspense system and file communications electronically.
• Attend continuing education training and abide by HUB Broker Standards.
• Perform other responsibilities as assigned by the Account Manager.

Skills

Data entry

Policy preparation

Effective communication

Problem solving

Dependability

Bilingual English and Spanish

Education

High School Diploma or Equivalent

P&C License

Tools

EPIC/BMS

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Jobtailor seeks an organized Insurance Administrative Assistant to support Account Managers, Account Executives, and Risk Consultants with servicing Commercial Lines accounts. You will coordinate servicing with the Account Manager and handle data entry in company systems.

Responsibilities include processing certificates of insurance, handling correspondence, preparing invoices and documents, tracking changes, and supporting pre-renewal processes.