Insurance Associate at Leading Firm

Join a leading firm as a Commercial Insurance Associate, where you’ll support producers and engage with clients. This role emphasizes documentation accuracy and exceptional customer service.

As a Commercial Insurance Associate, you will be responsible for service aspects of accounts, including documentation management and client correspondence. Providing timely information on policies and renewals will be a daily task, alongside answering inquiries and processing quotes. A collaborative approach and attention to detail are fundamental to succeed in this position.

Key Responsibilities:

• Assist in the management of commercial accounts

• Process Certificates of Insurance and finance contracts

• Review policy documents for client readiness

• Negotiate coverage options with insurers

• Update and maintain client information as needed

Requirements:

• Level 2 Insurance License is mandatory

• 1 year of industry experience preferred

• Strong customer service orientation

• Attention to detail for documentation accuracy

• Proficient in Microsoft Word, Excel, and Outlook

Bring your expertise to a vibrant team focused on client satisfaction and collaboration.