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Commercial Lines Client Assistant

The individual in this position is highly engaged in the customer service process. They will be
directly assisting a Commercial Lines Client Manager who is committed to providing best in
industry customer service.


Responsibilities include, but are not limited to:

  • Completing Applications in the Management System, Applied (EPIC)
  • Responding to email, mail, and phone requests for a book of business
  • Endorsements: Process Change Requests and Endorsements
  • Audit: Review/Disputes
  • Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster
  • Invoicing: Invoicing agency billed items and managing the Aged Receivable for book
  • Processing Policies: Policy Checking and Delivery
  • Corresponding with clients and carriers
  • Maintaining client files using the proper agency procedures and standards
  • Certificates of Insurance/Auto ID Cards
  • Contract/Lease Review
  • Ordering Loss Runs
  • Experience Mod Worksheets
  • Spreadsheets as needed for Rate or Premium Review
  • Assisting with Renewal Process
  • Managing smaller accounts
  • Generate Submissions/Applications/Proposals
  • Provide Summaries of Insurance



  • Align with company values
  • Engaged with QBQ Attitude
  • Willingness to work effectively within a team
  • Demonstrates adaptability
  • Desire to grow and learn
  • Strong organizational skills
  • Confident computer skills; Level 1 Excel
  • Experience in client services
  • GA P&C Insurance License

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