Commercial Lines Account Assistant

Job Description

If you are a motivated individual with a passion for providing exceptional customer service, we want to hear from you! Join our team as an Office Assistant and help us deliver outstanding support to our staff and our valued customers.

We’re looking for a detail‑oriented Commercial Lines Account Assistant to support day‑to‑day servicing for commercial clients—primarily handling insurance certificates, invoicing, renewals, and billing follow‑ups. This role is ideal for someone who enjoys structured, repeatable work, takes pride in accuracy, and can grow into a larger role after mastering core tasks.

Please note that this position may require outbound calling to follow up on customer inquiries or resolve issues.

• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Flexible Schedule
• Paid Time Off (PTO)
• Health Insurance
• Life Insurance
• Wellness Allowance

• Assist Commercial Lines Account Manager.
• Provide excellent customer experience to clients via phone, email and chat.
• Process customer requests accurately and in a timely manner.
• Accurately document client interactions.
• Verify phone numbers, address and email addresses with each customer contact.
• Collaborate with other departments to ensure customer satisfaction.
• Answer phones, route calls appropriately and take messages as needed.
• Other tasks as assigned.

• Positive attitude and ability to work well in a team environment.
• High attention to detail and commitment to accuracy.
• Excellent customer service skills.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize tasks and follow‑up effectively.
• Proficient in using software and computer systems.