Commercial Lines Assistant
Location :
Boca Raton, FL
Job Type :
Direct
Hours :
Full Time
Travel :
No
Relocation :
No
Job Industry :
Insurance
Job Category :
Customer Service and Call Center
Job Description :
Are you looking for your first role in insurance? It's well-known that this is an industry that you can quickly grow in! All you need to get started is a 2-20 license, a great attitude, and customer service skills.
The Commercial Lines Assistant is responsible for the day-to-day servicing of accounts. With our company, a Commercial Lines Assistant will work alongside Accountant Managers in servicing accounts. It is required to have a 2-20 insurance license prior to start this position.
Responsibilities:
- Check in all policies
- Process all carriers and finance cancellations and reinstatements
- Process non-renewals
- Request loss runs
- Process recommendation letters and underwriting memos
- Answer customer requests in a timely manner
- Issue certificates of insurance and auto ID cards
- Check in endorsements
- Process claims
- Process all premium audits
- Billing questions
- Return mail
- General client services
Required Qualifications :
- High level of accountability
- Possess an upbeat, positive, and enthusiastic attitude
- Excellent Communication/interpersonal skills - Confident, self-starter who works well independently and as a group
- Property & Casualty insurance license (2-20 insurance license) required prior to start position
- Preferred 1 to 2 years prior of Property & Casualty experience, but not required
- Driven and goal-oriented
- Ability to tactfully handle stressful and difficult situations
- High sense of urgency
- Ability to multi-task effectively
Benefits:
- Vacation – first year = 10 days (accrued) – 2-5 years = 15 days – 5+ years = 2 additional vacation days each year, up to 25 maximum
- Health Insurance – 80% paid by employer, 20% retained by employee.
- Dental/Vision – offered but paid by employee
- Simple IRA Plan – after 2 years, company will match up to 3% of your annual salary dollar for dollar
- Supplemental Insurance available - Disability, Life, Accident, Hospital Indemnity, Critical Illness, and Cancer Insurance
- Competitive bonus plan for hitting designated agency/department goals