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Commercial Lines Account Associate

Insurance Relief, California, MO, United States


Temporary position - with intention to direct hire

A highly respected insurance agency with over four decades of experience in the business is seeking a Commercial Lines Account Assistant to join its team. This agency is known for its exceptional leadership and unwavering dedication to both employees and clients. If you're motivated and eager to learn, you'll love being part of this agency's success!

Hourly wage of $28.00 - $32.00, depending on experience

Benefits, including medical, dental, and vision insurance

Sick leave

Remote (equipment provided)

Key Qualifications

Experience: A minimum of 1-3+ year of experience within the insurance industry is required

Licensing (Preferred): An active Property & Casualty (P&C) license

Technical & System Proficiency

Proficiency with systems such as Applied Epic

General Software: Microsoft Office, carrier websites, and other relevant software systems as needed

Core Responsibilities

Professionally handle all incoming calls and promptly respond to emails, proactively assisting clients with their insurance inquiries and servicing their needs.

Ensure the accuracy and completeness of client files and policy details by diligently maintaining records within the agency management system.

Efficiently process applications and provide support for online rating processes.

Thoroughly verify and document all critical file information, including premiums, policy numbers, claims reports, and required forms, to ensure compliance and accuracy.

Collaborate effectively with internal departments to seamlessly meet customer needs and resolve complex issues.

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