Insurance Commercial Assistant

Job Description

Job Description

Job Overview

Are you organized, reliable, and ready to support a high-performing insurance team? Our award-winning, family-run Farmers Insurance agency is looking for a dedicated Commerical Assistant to help keep things running smoothly and professionally. We are a nationally recognized Farmers Insurance agency known for personalized service, integrity, and community values. We're growing and looking for someone who shares our commitment to excellence in a supportive, team-first environment.

Benefits

Hourly Base Salary Based on Experience

Retirement Plan

Mon-Fri Schedule

Dental Insurance

Vision Insurance

Health Insurance

Career Growth Opportunities

Hands on Training

Responsibilities

• Manage renewals - request and file necessary information for our pre-renewal review
• Work with Carriers to ensure we receive quotes - send required documents to insured to sign
• Invoice insureds on agency bill renewals
• Follow up to ensure documents and payment are received timely
• Process certificates of insurance
• Prepare disclosure packets for HOA insurance policies
• Follow alerts from carriers to ensure any outstanding paperwork, payments or loss controls are being handled by insured.
• Give agent reminders and help see items are being completed.
• Work with agency managers to assist them with their workload.
• Be a supportive assistance who is a team player - ready to learn, ready to help and always positive
• Must obtian P&C license in 90 days

Requirements

• High school diploma or equivalent
• Strong organizational and communication skills
• Friendly, team-oriented attitude with a willingness to help wherever needed
• Ability to work in a family-run, customer-focused office
• Proficiency in Microsoft Office and basic computer systems
• Insurance office experience is a plus, but not required