Commercial Insurance Agent Assistant

• Review commercial policies, declarations pages, and endorsements to confirm coverage details.
• Gather information from clients, prepare quote submissions, and quote through carrier portals.
• Prepare and send accurate COIs, checking requests against the policy and flagging anything that needs an endorsement or further review.
• Follow up with clients, carriers, and underwriters on quotes, missing documents, policy changes, and renewals.
• Keep client records organized, track pending requests, and keep clients updated throughout the process.

Salary Range: $23.00 - $30.00 per hour

Hourly Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Career Growth Opportunities

Responsibilities

• Review commercial policies, declarations pages, and endorsements to confirm coverage details.
• Gather information from clients, prepare quote submissions, and quote through carrier portals.
• Prepare and send accurate COIs, checking requests against the policy and flagging anything that needs an endorsement or further review.
• Follow up with clients, carriers, and underwriters on quotes, missing documents, policy changes, and renewals.
• Keep client records organized, track pending requests, and keep clients updated throughout the process.

Previous commercial insurance experience is required. Well teach you our systems and office procedures, but you should already know how to read commercial policies, prepare quotes, and handle COI requests.

You should be comfortable handling several requests at once, keeping track of deadlines, and following through without constant reminders. Were looking for someone who communicates well, pays attention to details, and asks questions rather than guessing when something is unclear.

What Youll Learn and Where You Can Grow

Youll work closely with our commercial specialist and gain experience with different types of businesses, policies, and coverage needs. Well help you build on what you already know so you can handle more complex accounts and become more confident in commercial insurance.

There are opportunities to take on more responsibility and earn a promotion based on your growth and performance.

Please highlight your experience with commercial policies, quoting, and COIs, along with any carrier systems youve used. Include your current insurance license status in your application.