Commercial Lines Assistant: Client & Policy Support Pro

Duncan Financial Group; Irwin (Westmoreland County); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Duncan Financial Group, located in Irwin, PA, is seeking an Assistant for the Commercial Lines department, responsible for administrative support and client interactions. The role is essential in assisting Account Managers and maintaining quality insurance solutions for clients.

Applicants must have a High School Diploma, relevant administrative experience, and a Pennsylvania Property & Casualty license. Proficiency in Microsoft Office is essential, along with strong communication and organizational skills.

Qualifications

• Previous experience in administrative support or customer service required.
• Ability to manage multiple priorities and work independently.
• Ability to pass a criminal background check.

Responsibilities

• Provide general administrative assistance to the Commercial Lines Insurance team.
• Process new policies, renewals, endorsements, cancellations, etc.
• Maintain positive relationships with internal departments.

Skills

Excellent verbal and written communication skills

Detail-oriented

Strong organizational and time management skills

Proficient in Microsoft Office Suite

Active listening and interpersonal abilities

Education

High School Diploma or equivalent

Active Pennsylvania Property & Casualty license

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Applied Epic

Job description

Duncan Financial Group, located in Irwin, PA, is seeking an Assistant for the Commercial Lines department, responsible for administrative support and client interactions. The role is essential in assisting Account Managers and maintaining quality insurance solutions for clients.

Applicants must have a High School Diploma, relevant administrative experience, and a Pennsylvania Property & Casualty license. Proficiency in Microsoft Office is essential, along with strong communication and organizational skills.