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Commercial Lines Assistant

Commercial Lines Assistant:

This is a support role assisting our Commercial Lines team on Property and Casualty (P&C) accounts.  You will support a team of Commercial Lines Account Managers to service client accounts and help maintain client relationships. The position requires a great deal of verbal, electronic, and other written communication.  You will assist the team by providing administrative/operations functions.


  • Handle and issue Certificate of Insurance requests for the Commercial Lines team.
  • Create and send Policy change requests to the carriers associated with Certificate Requests, when required.
  • Obtain online documents such as customer billing information, reports, and follow-up claims.
  • Handle and follow up on Cancellation Pending-Non-Pay notices, and Reinstatements.
  • Run MVR reports when requested.
  • Issue and/or assist with auto ID cards, updating drivers, vehicle, and equipment schedules.
  • Provide accurate, prompt, and courteous service to the clients.
  • Provide general clerical support including answering phones, data-entry and filing as needed. 

Successful candidates must be organized, possess excellent communication and computer skills, be a team player, and have a positive attitude. Prior Property and Casualty Insurance experience is a must. Having a New York Property and Casualty Broker license is required.  Experience using AMS360 would be a plus. This is a growth position.

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