Commercial Lines Technical Assistant

Description

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.