Commercial Lines Service Specialist — In-Office Training

Hiring Steps Inc.; Ankeny (IA); On-site; USD 25,000 - 30,000; Full time

Job summary

Adamson Insurance & Associates in Ankeny, IA is hiring a Commercial Lines Service Specialist to assist business clients with insurance service needs. This full-time, in-office role requires handling requests, maintaining records and coordinating with clients, insurance companies and teammates.

No license is required to apply; on-the-job training is provided. You should be detail-oriented, organized and able to communicate clearly while managing multiple tasks in a fast-paced office.

Qualifications

• Attention to detail and accuracy in all tasks.
• Ability to organize multiple requests with different deadlines.
• Calm, respectful communication even when faced with frustration.
• Follow written procedures and accept coaching.
• Comfort using computers, email, phone systems, and learning new software.
• Reliability and punctuality.

Responsibilities

• Respond to commercial client requests by phone and email.
• Assist with billing questions, process payments, prepare invoices, and coordinate billing-plan changes.
• Prepare certificates of insurance as proof of coverage.
• Process policy changes and follow up with insurers.
• Gather missing information and coordinate underwriting requests.
• Help prepare commercial quotes for presenting to clients.
• Keep client records accurate in agency software.
• Review pending work and follow up on outstanding items.
• Confirm work is complete before closing a request.

Skills

Attention to detail

Organization

Clear communication

Procedural follow-through

Tech-savvy learner

Job description

Adamson Insurance & Associates in Ankeny, IA is hiring a Commercial Lines Service Specialist to assist business clients with insurance service needs. This full-time, in-office role requires handling requests, maintaining records and coordinating with clients, insurance companies and teammates.

No license is required to apply; on-the-job training is provided. You should be detail-oriented, organized and able to communicate clearly while managing multiple tasks in a fast-paced office.