Commercial Lines Technical Assistant

The Misch Group; Hanford (CA); On-site; USD 28,000 - 32,000; Full time

Job summary

The Misch Group in California is seeking a Commercial Lines Technical Assistant to support Account Managers and Agents. This in-office role handles COIs, endorsements, and policy documents, ensuring accurate AMS updates and timely renewal data for existing accounts.

Applicants should have 1+ year in Commercial Lines, prefer independent agency experience, and may hold a California P&C license or be pursuing one.

Qualifications

• 1+ year of experience in Commercial Lines.
• Independent Agency experience preferred.
• California P&C license preferred or in progress.
• Proficiency with Agency Management Systems (AMS/EPIC).

Responsibilities

• Account Maintenance: issue COIs, endorsements, and evidence of property.
• Documentation & Filing: organize policy documents in the AMS.
• Renewal Support: prepare renewal applications and data gathering.
• Client Service Support: address inquiries and change requests promptly.
• Compliance: follow agency standards and state regulations.

Skills

Commercial Lines

Tools

AppliedEpic

Vertafore/AMS360

Job description

Commercial Lines Technical Assistant

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $20.00 - $23.00 / hour

Description

Location: Hanford, CA (Full-Time, In-Office)

Experience: 1+ Years in Commercial Lines

Licensing: P&C License Preferred

We are seeking a detail-oriented and proactive Technical Assistant to join our Commercial Lines team. In this role, you will serve as a critical support pillar for our Account Managers and Agents, ensuring the smooth daily maintenance of existing business. This is an ideal role for an insurance professional who excels at administrative precision and thrives in a fast-paced, independent agency environment.

Key Responsibilities

• Account Maintenance: Assist Account Managers with daily processing tasks, including issuing Certificates of Insurance (COIs), processing endorsements, and handling evidence of property.
• Documentation & Filing: Manage the intake and organization of policy documents, ensuring all client files are updated accurately within the Agency Management System (AMS).
• Renewal Support: Help prepare renewal applications and gather necessary data to assist Agents in the marketing of existing accounts.
• Client Service Support: Provide high-level administrative assistance to ensure client inquiries and change requests are addressed promptly and professionally.
• Compliance: Ensure all activities meet agency standards and state regulatory requirements.

Skills, Knowledge and Expertise

• Experience: Minimum of 1 year of experience specifically working with Commercial Lines of insurance.
• Agency Background: Experience working within an Independent Agency is highly preferred.
• Licensing: A valid California Property & Casualty (P&C) license is preferred; however, we may consider candidates currently in the process of obtaining their license.
• Technical Skills: Proficiency in standard office software and familiarity with Agency Management Systems (e.g., Applied Epic, Vertafore/AMS360).

Benefits

• Stability: Join a local, established team in Hanford with a strong reputation in the community.
• Professional Growth: Gain deep exposure to complex commercial risks and the inner workings of an independent agency.
• Collaborative Environment: Work in a supportive office setting where your contributions directly impact the success of our production team.