Commercial Lines Processing Specialist

TransGlobal Holding Co.; Monrovia (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

TransGlobal Holding Co. seeks a Commercial Lines Producer Assistant to support our Commercial New Business Team. This role emphasizes processing, quoting support, underwriting coordination, binding, and administrative tasks to help Sales Producers manage submissions efficiently.

Ideal candidates enjoy operational support and insurance processing over direct sales, with opportunities for growth into Account Management or Sales Producer roles within a collaborative, multilingual environment.

Qualifications

• Preferred minimum 1 year of experience in commercial insurance support or processing.
• Preferred active Property & Casualty (P&C) Insurance License.
• Bilingual in Chinese and English preferred (spoken and written).
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong organizational and follow-up skills.
• Professional written and verbal communication skills.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Ability to learn carrier guidelines, underwriting requirements, and agency procedures quickly.

Responsibilities

• Support Commercial Lines Sales Producers with new business processing and submission management.
• Prepare and process insurance applications, supplemental forms, and required documentation.
• Assist with quoting preparation and market submissions to insurance carriers.
• Follow up on underwriting requirements, missing information, and pending items.
• Review quotes, policy documents, and carrier requirements for accuracy.
• Process binding requests and issue binders according to carrier guidelines.
• Coordinate policy issuance and ensure all required documents are completed.
• Assist with endorsements, policy changes, and renewal preparation as needed.
• Maintain accurate records and update agency management systems.
• Prepare invoices and assist with payment processing procedures.
• Track outstanding items, binding deadlines, and underwriting follow-ups.
• Coordinate with insurance carriers, underwriters, and internal departments regarding policy processing.
• Maintain organized electronic files and documentation.

Skills

Attention to detail

Multi-tasking

Organizational skills

Communication skills

Microsoft Office

Learning carrier guidelines

Bilingual Chinese & English

P&C license

Commercial insurance experience

Tools

Microsoft Office

Job description

TransGlobal Holding Co. seeks a Commercial Lines Producer Assistant to support our Commercial New Business Team. This role emphasizes processing, quoting support, underwriting coordination, binding, and administrative tasks to help Sales Producers manage submissions efficiently.

Ideal candidates enjoy operational support and insurance processing over direct sales, with opportunities for growth into Account Management or Sales Producer roles within a collaborative, multilingual environment.