Commercial Insurance Assistant

Higginbotham Group; Saint Petersburg (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a dynamic team at an innovative insurance firm as a Commercial Lines Assistant! This role is perfect for those eager to grow their insurance careers while providing exceptional service to clients. You'll collaborate with experienced Account Managers and Executives, handling essential tasks such as issuing certificates of insurance, reviewing policies, and ensuring client satisfaction. With a focus on teamwork and professional development, this position offers a supportive environment where your contributions will be valued. If you're ready to take the next step in your career and enjoy a robust benefits package, this opportunity is for you!

Benefits

Generous employee benefits package

Robust wellness program

Employee Ownership Opportunities

Career progression opportunity

Qualifications

• 1-2 years of experience in an entry-level insurance position preferred.
• Proficient in Microsoft Office Suite and general insurance terminology.

Responsibilities

• Issue certificates of insurance and process incoming mail.
• Review commercial policies for accuracy and update applications.

Skills

Problem Analysis and Solving

Attention to Detail

Communication Skills

Timely Task Completion

Team Collaboration

Client Focus

Dependability

Creative Thinking

Organizational Skills

Adaptability

Education

1-2 years' experience in insurance

General knowledge of insurance terminology

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Applied Epic

Job description

Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our St. Petersburg, FL office.

We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top-notch service to our clients. This is a great position for someone wanting to grow their insurance career or take a step back from the hubbub of corporate life. Join our team and add to our story! This individual will work closely with Commercial Lines Account Managers, Account Executives, and other members of the team to service our clients by handling the following duties:

• Issuing certificates of insurance
• Ordering MVR’s for commercial clients
• Reviewing commercial policies and endorsements for accuracy
• Updating applications in the Agency Management System
• Reviewing carrier websites to obtain applicable information pertaining to commercial accounts
• Processing incoming mail, such as policies and endorsements
• Providing primary back-up coverage for the front-desk receptionist, as needed.

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomes
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• At least 1-2 years’ experience in an entry-level insurance position preferred
• Experience with certificates of insurance helpful
• General knowledge of insurance terminology

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Licensing and Credentials:

• Active FL 4-40 or 2-20 license required (company will help candidate obtain licensure if needed)

Work Location:

• St. Petersburg, FL - In office
• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity - the potential for growth within the company

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions