Commercial Lines Technical Assistant

T

The Misch Group

Posted 17 days ago

Full Time

Los Angeles, California

In Person

Smart Summary

The Technical Assistant will support Account Managers with daily processing tasks such as issuing certificates of insurance and handling policy endorsements. They are also responsible for maintaining accurate client files within the Agency Management System and assisting with renewal applications.

We are seeking a detail-oriented Technical Assistant with 1+ years of Commercial Lines insurance experience. A valid California P&C license is preferred, and experience working within an Independent Agency is highly desired. Proficiency in office software and Agency Management Systems is essential for success in this role.

Must Have Skills for ATS

Commercial Lines

Insurance Processing

Certificates Of Insurance

Endorsements

Evidence Of Property

Policy Documentation

Agency Management System

Renewal Applications

Client Service

Administrative Support

Regulatory Compliance

Applied Epic

Vertafore

AMS360

Job Description

Commercial Lines Technical Assistant

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $20.00 - $23.00 / hour



Description


Location:
Hanford, CA (Full-Time, In-Office)
Experience:
1+ Years in Commercial Lines

Licensing: P&C License Preferred

We are seeking a detail-oriented and proactive Technical Assistant to join our Commercial Lines team. In this role, you will serve as a critical support pillar for our Account Managers and Agents, ensuring the smooth daily maintenance of existing business. This is an ideal role for an insurance professional who excels at administrative precision and thrives in a fast-paced, independent agency environment.





Key Responsibilities

  • Account Maintenance: Assist Account Managers with daily processing tasks, including issuing Certificates of Insurance (COIs), processing endorsements, and handling evidence of property.
  • Documentation & Filing: Manage the intake and organization of policy documents, ensuring all client files are updated accurately within the Agency Management System (AMS).
  • Renewal Support: Help prepare renewal applications and gather necessary data to assist Agents in the marketing of existing accounts.
  • Client Service Support: Provide high-level administrative assistance to ensure client inquiries and change requests are addressed promptly and professionally.
  • Compliance: Ensure all activities meet agency standards and state regulatory requirements.



Skills, Knowledge and Expertise

  • Experience: Minimum of 1 year of experience specifically working with Commercial Lines of insurance.
  • Agency Background: Experience working within an Independent Agency is highly preferred.
  • Licensing: A valid California Property & Casualty (P&C) license is preferred; however, we may consider candidates currently in the process of obtaining their license.
  • Technical Skills: Proficiency in standard office software and familiarity with Agency Management Systems (e.g., Applied Epic, Vertafore/AMS360).




Benefits

  • Stability: Join a local, established team in Hanford with a strong reputation in the community.
  • Professional Growth: Gain deep exposure to complex commercial risks and the inner workings of an independent agency.
  • Collaborative Environment: Work in a supportive office setting where your contributions directly impact the success of our production team.

T

The Misch Group

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