Commercial Lines Account Support Specialist

INSURICA, Inc.

San Antonio (TX)

Hybrid

USD 48,000 - 75,000

Full time

14 days+
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Job summary

INSURICA, Inc. in San Antonio, TX is seeking a Commercial Assistant Account Manager to support the Commercial Lines team by processing changes, endorsements, invoices, and renewals, and by helping assemble proposals and files.

The role emphasizes accuracy, strong customer service, and the ability to work in a fast-paced, team environment; familiarity with rating systems and agency software is a plus; P&C license or pursuit is preferred.

Qualifications

  • Property and Casualty license or willingness and ability to quickly obtain a preferred.
  • Previous insurance experience preferred.
  • CISR designation preferred.
  • Associate degree preferred.

Responsibilities

  • Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager.
  • Process change confirmations and maintain client files; input data accurately into automation systems.
  • Assist with processing new and renewal business, including application assembly and proposals.
  • Invoice-commercial premium transactions following agency procedures and guidelines.
  • Handle cancellations and maintain knowledge of change procedures.
  • Provide prompt, courteous service to customers and prospects; support team with rating programs.

Skills

Property & Casualty license
CISR designation
Insurance experience
Interpersonal skills
Communication skills
PC skills
Self-motivation
Confidentiality
Teamwork

Education

Associate degree

Tools

Automation systems management
Rating programs

Job description

INSURICA, Inc. in San Antonio, TX is seeking a Commercial Assistant Account Manager to support the Commercial Lines team by processing changes, endorsements, invoices, and renewals, and by helping assemble proposals and files.

The role emphasizes accuracy, strong customer service, and the ability to work in a fast-paced, team environment; familiarity with rating systems and agency software is a plus; P&C license or pursuit is preferred.

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