Commercial Lines Insurance Assistant
Responsibilities:

Client Interaction: Interact with commercial insurance clients to gather information, assess their insurance needs, and provide assistance in policy-related inquiries.

Policy Processing: Assist in the processing of commercial insurance policies, including data entry, policy issuance, endorsements, and renewals.

Documentation Management: Maintain accurate and organized documentation for commercial insurance policies, ensuring compliance with industry standards and company procedures.

Communication: Communicate effectively with clients, underwriters, and other team members to convey policy details, coverage options, and any relevant changes.

Risks Assessment: Support in evaluating and assessing risks associated with commercial insurance applications, collaborating with underwriters as needed.

Claims Assistance: Aid clients in navigating the claims process, acting as a liaison between clients and claims adjusters to facilitate prompt and efficient resolution.

Policy Review: Regularly review and update commercial insurance policies, ensuring they align with clients' evolving business needs and industry regulations.

Market Research: Stay informed about market trends, new products, and changes in regulations related to commercial insurance to provide valuable insights to clients.

Cross-functional Collaboration: Collaborate with insurance brokers, underwriters, and other team members to enhance overall service quality and ensure a seamless client experience.

Qualifications:

Education: High school diploma required; additional coursework or certification RIBO would be a great asset, or if you are willing to get the RIBO course.

Experience: Previous experience in a similar role within the insurance industry is advantageous.

Knowledge: Familiarity with commercial insurance products, coverage options, and industry regulations.

Communication Skills: Strong verbal and written communication skills to interact effectively with clients and internal stakeholders.

Organizational Skills: Detail-oriented with excellent organizational and multitasking abilities.

Technology Proficiency: Proficient in using relevant software for policy processing and documentation.

Customer Service: A customer-focused mindset with a commitment to providing excellent service to clients.

Adaptability: Ability to adapt to changing priorities and work effectively in a dynamic environment.