Commercial Lines Support Specialist for Career Growth

TransGlobal Holdings Co.; Diamond Bar (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

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 operational support over direct sales and aims to help Producers manage submissions accurately and efficiently, with opportunities for growth into Account Management or Sales Producer roles.

Qualifications

• At least 1 year of experience in commercial insurance support or processing.
• Preferred active Property & Casualty (P&C) 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.
• 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.

Skills

Attention to detail

Multitasking

Organizational skills

Communication skills

Microsoft Office

Bilingual Chinese/English

Carrier guidelines learning

Education

P&C Insurance License

Tools

Microsoft Office

Job description

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 operational support over direct sales and aims to help Producers manage submissions accurately and efficiently, with opportunities for growth into Account Management or Sales Producer roles.