Optimum RTS - Commercial Lines Assistant
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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. 



  • 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


  • 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

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