Commercial Lines Assistant
Panorama Insurance Associates, Inc., Roseville, CA, United States
Commercial Lines Assistant
Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success. Primary Job Location: Roseville, California
Hybrid Non-exempt, 37.5 hour work week Job Purpose & Position Overview Panorama Insurance Associates continues to grow rapidly as an innovative organization committed to creating opportunities for both employees and affiliates. The Commercial Lines Assistant plays an essential role in supporting the delivery of exceptional client service by ensuring efficient processing, accurate documentation, and reliable administrative support to the Account Management team. This position enhances overall service quality by managing core service tasks, assisting with client communication, and maintaining organized, high-quality recordsall while upholding Panorama's values and dedication to covering our clients from every angle. Responsibilities of a Commercial Lines Assistant: Service Processing & Documentation Efficiently process insurance certification requests and ID cards. Confidently and independently prepare and distribute renewals, endorsements, cancellation notices, audit letters, LPRs, and other client communications. Send renewal questionnaires to clients on behalf of the Account Manager. Process First Report of Claims and submit them to carriers promptly. Retrieve documents from carrier websites to support Account Managers Enter client information and upload relevant attachments into the appropriate systems. Accurately document all activities, notes, and transactions in the agency management system. Client & Account Support Respond to client inquiries, including billing and claims questions, as directed by the Account Manager. Verify the accuracy of all submissions by reviewing headings, carrier information, renewal dates, and premiums prior to final processing. Represent Panorama in a positive, ethical, and professional manner in all interactionsby phone, virtually, in writing, and in person. Teamwork & Adaptability Multi-task effectively in a fast-paced, evolving environment while balancing collaboration with independent work. Demonstrate curiosity, resourcefulness, initiative, and a proactive mindset. Support departmental needs as required; responsibilities may be modified or expanded at any time with or without notice. Qualifications for a Commercial Lines Assistant: High school diploma or equivalent required. Proficiency in Microsoft Office Suite. Ability to obtain a state insurance license within one year of hire. Benefits: Medical: Offering an HSA, PPO, EPO Dental: PPO plans with an option for no employee premium cost Vision: PPO plan with no employee cost FSA/HSA accounts: Medical and Dependent Care FSA. Panorama contributes $1000 annually to qualified HSA accounts Commuter Benefits: Up to $600 per month contribution Long-Term & Short-Term Disability: At no cost to the employee Life and AD&D: At no cost to the employee. Voluntary Life is also available Supplemental Plans: Offering a Critical illness and Hospital Indemnity plan Identity Theft: Provided at no cost for employee coverage EAP: No cost to anyone in the household 401k: With a match of 100% up to 5% of your earnings Paid Time Off: Generous PTO accrual, starting at 15 days per year Paid Holidays: 12 paid holidays per year Flexibility: Remote, hybrid and in-office options Professional Development, licensing/accreditation, and growth plans
Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success. Primary Job Location: Roseville, California
Hybrid Non-exempt, 37.5 hour work week Job Purpose & Position Overview Panorama Insurance Associates continues to grow rapidly as an innovative organization committed to creating opportunities for both employees and affiliates. The Commercial Lines Assistant plays an essential role in supporting the delivery of exceptional client service by ensuring efficient processing, accurate documentation, and reliable administrative support to the Account Management team. This position enhances overall service quality by managing core service tasks, assisting with client communication, and maintaining organized, high-quality recordsall while upholding Panorama's values and dedication to covering our clients from every angle. Responsibilities of a Commercial Lines Assistant: Service Processing & Documentation Efficiently process insurance certification requests and ID cards. Confidently and independently prepare and distribute renewals, endorsements, cancellation notices, audit letters, LPRs, and other client communications. Send renewal questionnaires to clients on behalf of the Account Manager. Process First Report of Claims and submit them to carriers promptly. Retrieve documents from carrier websites to support Account Managers Enter client information and upload relevant attachments into the appropriate systems. Accurately document all activities, notes, and transactions in the agency management system. Client & Account Support Respond to client inquiries, including billing and claims questions, as directed by the Account Manager. Verify the accuracy of all submissions by reviewing headings, carrier information, renewal dates, and premiums prior to final processing. Represent Panorama in a positive, ethical, and professional manner in all interactionsby phone, virtually, in writing, and in person. Teamwork & Adaptability Multi-task effectively in a fast-paced, evolving environment while balancing collaboration with independent work. Demonstrate curiosity, resourcefulness, initiative, and a proactive mindset. Support departmental needs as required; responsibilities may be modified or expanded at any time with or without notice. Qualifications for a Commercial Lines Assistant: High school diploma or equivalent required. Proficiency in Microsoft Office Suite. Ability to obtain a state insurance license within one year of hire. Benefits: Medical: Offering an HSA, PPO, EPO Dental: PPO plans with an option for no employee premium cost Vision: PPO plan with no employee cost FSA/HSA accounts: Medical and Dependent Care FSA. Panorama contributes $1000 annually to qualified HSA accounts Commuter Benefits: Up to $600 per month contribution Long-Term & Short-Term Disability: At no cost to the employee Life and AD&D: At no cost to the employee. Voluntary Life is also available Supplemental Plans: Offering a Critical illness and Hospital Indemnity plan Identity Theft: Provided at no cost for employee coverage EAP: No cost to anyone in the household 401k: With a match of 100% up to 5% of your earnings Paid Time Off: Generous PTO accrual, starting at 15 days per year Paid Holidays: 12 paid holidays per year Flexibility: Remote, hybrid and in-office options Professional Development, licensing/accreditation, and growth plans