Commercial Lines Support Specialist

TransGlobal Holdings Co.; Diamond Bar (CA); Vor Ort; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

TransGlobal Holdings Co. is seeking a Commercial Lines Producer Assistant to support our Commercial New Business Team with processing, quoting support, underwriting coordination, binding procedures, and admin tasks.

This role emphasizes operations and insurance processing over direct sales, offering a path to Account Management or Sales Producer roles. The position supports production workflows, carrier submissions, and efficient handling of new business while maintaining accuracy and attention

Qualifikationen

• Experience in commercial insurance support or processing is preferred.
• Active P&C license is preferred.
• Bilingual Chinese and English is a plus.

Aufgaben

• 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.

Kenntnisse

Bilingual in Chinese and English

Attention to detail

Organizational and follow-up skills

Professional written and verbal comms

Microsoft Office proficiency

Ausbildung

Property & Casualty (P&C) Insurance License (preferred)

Tools

Microsoft Office

Jobbeschreibung

TransGlobal Holdings Co. is seeking a Commercial Lines Producer Assistant to support our Commercial New Business Team with processing, quoting support, underwriting coordination, binding procedures, and admin tasks.

This role emphasizes operations and insurance processing over direct sales, offering a path to Account Management or Sales Producer roles. The position supports production workflows, carrier submissions, and efficient handling of new business while maintaining accuracy and attention