Commercial Lines Account Associate

Insurance Relief; California (MO); Remote; USD 38,572 - 44,083; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Sick leave

Job summary

A leading insurance agency in California is seeking a Commercial Lines Account Assistant for a temporary position with the potential for direct hire. The ideal candidate will have 1-3 years of experience in the insurance industry and possess strong customer service skills. This role offers an hourly wage of $28.00 to $32.00, benefits including medical and dental insurance, and the opportunity to work remotely. Join us to be part of a dedicated team focused on client success.

Qualifications

• Minimum 1-3 years of experience within the insurance industry.
• Proficiency in systems such as Applied Epic.

Responsibilities

• Handle incoming calls and respond to emails professionally.
• Maintain accuracy and completeness of client files in the system.
• Process applications and support online rating processes.
• Verify and document critical file information for compliance.
• Collaborate with internal departments to resolve issues.

Skills

Experience within the insurance industry

Customer service

Communication skills

Tools

Applied Epic

Microsoft Office

Job description

Temporary position - with intention to direct hire

A highly respected insurance agency with over four decades of experience in the business is seeking a Commercial Lines Account Assistant to join its team. This agency is known for its exceptional leadership and unwavering dedication to both employees and clients. If you're motivated and eager to learn, you'll love being part of this agency's success!

• Hourly wage of $28.00 - $32.00, depending on experience
• Benefits, including medical, dental, and vision insurance
• Sick leave
• Remote (equipment provided)

Key Qualifications

• Experience: A minimum of 1-3+ year of experience within the insurance industry is required
• Licensing (Preferred): An active Property & Casualty (P&C) license

Technical & System Proficiency

• Proficiency with systems such as Applied Epic
• General Software: Microsoft Office, carrier websites, and other relevant software systems as needed

Core Responsibilities

• Professionally handle all incoming calls and promptly respond to emails, proactively assisting clients with their insurance inquiries and servicing their needs.
• Ensure the accuracy and completeness of client files and policy details by diligently maintaining records within the agency management system.
• Efficiently process applications and provide support for online rating processes.
• Thoroughly verify and document all critical file information, including premiums, policy numbers, claims reports, and required forms, to ensure compliance and accuracy.
• Collaborate effectively with internal departments to seamlessly meet customer needs and resolve complex issues.

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