Commercial Insurance Agent Assistant

Job Description

Job Description

• 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.

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.

Requirements

Previous commercial insurance experience is required. We’ll 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. We’re looking for someone who communicates well, pays attention to details, and asks questions rather than guessing when something is unclear.

What You’ll Learn and Where You Can Grow

You’ll work closely with our commercial specialist and gain experience with different types of businesses, policies, and coverage needs. We’ll 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 you’ve used. Include your current insurance license status in your application.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Vision Insurance
• Career Growth Opportunities