Commercial Lines Account Assistant
$52,000–$58,240 year
On-sitePhoenix, Arizona, United States
Job Summary
Provide proactive customer service with rigorous follow-up and follow-through. Prepare information, manage data, and produce documents in accordance with departmental service standards, including maintaining organized files and accurate documentation. Foster strong relationships with the team, clients, underwriters, and carrier representatives. Create proposals and/or comparisons of insurance. Remain current through seminars and periodicals covering industry, client, and regulatory requirements. This role supports the commercial lines team in Arizona, California, Nevada, New Mexico, and Oregon, enabling focus on client servicing and selling.
Required Qualifications
- Proven organizational, time management and professional communication skills (written & verbal)
- Strong problem-solving skills with the ability to prioritize and multi-task responsibilities
- Strong skills in Microsoft Word and Excel
- 1-2 years of administrative broker and/or carrier experience OR customer service focused experience in a professional environment OR equivalent combination of education and experience in a professional business environment
- A bachelor's degree in a related field OR pursuing a degree in a related field
Desired Qualifications
- Experience with insurance database
- A minimum of one (1) year of Commercial Lines insurance experience
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