Commercial Lines Processing Agent

T.S. Peck insurance; South Burlington (VT); Ibrido; USD 50.000 - 61.000; Part-time

Vantaggi offerti da questo lavoro

Health, dental, vision benefits

401K match/profit sharing

Descrizione del lavoro

T.S. Peck Insurance in Burlington, VT is seeking a part-time Commercial Lines Processing Agent based in South Burlington.

The role supports the commercial lines team by processing new business, renewals, endorsements, cancellations, and policy changes accurately within established timelines. Responsibilities include data entry into agency and carrier systems, issuing certificates of insurance, handling billing and policy documents, and maintaining well-organized client files.

Competenze

• Ability to accurately process and review insurance documents, including applications, endorsements, certificates of insurance, and policy renewals.
• Strong administrative and organizational skills, including data entry, file management, and attention to detail in a fast-paced environment.
• Effective communication with clients, carriers, and internal staff, in writing and by phone.
• Proficiency with office software and agency management systems; comfort learning carrier portals and related technology tools.

Mansioni

• Process new business, renewals, endorsements, cancellations, and policy changes accurately and within timelines.
• Data entry into agency and carrier systems; issue certificates of insurance; handle billing and policy document requests.
• Maintain complete and organized client files; communicate with carriers and staff to resolve discrepancies.

Conoscenze

Data entry

Attention to detail

Communication

Organizational skills

Independence

Team collaboration

Carrier portals

Learning carrier portals

Formazione

High school diploma

Insurance/business certifications

Strumenti

Applied Epic

Office software

Agency management systems

Descrizione del lavoro

T.S. Peck Insurance is one of the largest locally owned independent insurance agencies in Vermont, serving personal and commercial clients from its local office in Burlington. Founded in 1869, the agency has a long history of understanding the unique Vermont business market and acting as a local advocate for policyholders. As an independent agency, T.S. Peck works with multiple insurance carriers to help clients secure appropriate coverage at competitive rates.

The Commercial Lines Processing Agent is a part-time, hybrid role based in South Burlington, VT. This position is responsible for supporting the commercial lines team by processing new business, renewals, endorsements, cancellations, and policy changes accurately and within established timelines. Day-to-day tasks include data entry into agency and carrier systems, preparing and issuing certificates of insurance, handling billing and policy document requests, and maintaining complete and organized client files. The agent communicates with carriers and internal staff to resolve discrepancies, obtain missing information, and ensure policies reflect correct coverage details. This role also assists with basic client service inquiries, follows agency procedures for compliance and documentation, and contributes to smooth office operations and a positive client experience.

Qualifications

• Ability to accurately process and review insurance documents, including applications, endorsements, certificates of insurance, and policy renewals.
• Strong administrative and organizational skills, including data entry, file management, and attention to detail in a fast-paced environment.
• Effective communication skills for working with clients, carriers, and internal team members, both in writing and by phone.
  Proficiency with office software and agency management systems; comfort learning carrier portals and related technology tools.
• Ability to prioritize tasks, follow established procedures, and work both independently and collaboratively with the commercial lines team.
• Prior experience in insurance, finance, or related administrative roles preferred; commercial lines experience is a plus.
• High school diploma or equivalent required; additional education or relevant certifications in insurance or business are beneficial.
• Experience in Applied Epic agency management system a plus but not mandatory

Salary/Benefits

• Salary starting at $55k/year
• Full health, dental, vision, disability benefits
• 401K match/profit sharing