Commercial Lines Assistant

Join Our Team: Commercial Lines Assistant

About Fleis Insurance:

Business Hours - 8am-5pm Monday - Thursday and 8am-1pm Fridays

With a legacy spanning over 60 years, Fleis Insurance stands as a beacon of reliability in the insurance industry. Our dedication goes beyond providing exceptional services to clients; we are equally committed to impacting our community positively. As we continue on a strategic path of growth and expansion, we uphold our unique family feel, ensuring all team members find a sense of belonging and purpose. Visit us at www.fleisinsurance.com to learn more about how we blend stability with innovation.

About the Role:

In the role of Commercial Lines Assistant, you are the backbone of our team, providing critical support to our agents and account managers. Your focus will be on efficient data management, facilitating smooth client service operations, and directly contributing to the productivity and effectiveness of our team.

This position is designed as a stepping stone to more advanced roles within our Commercial Lines team. It offers a structured progression plan to help you build the skills and expertise needed to take on greater responsibilities and grow your career at Fleis Insurance.

Key Responsibilities:

• Begin each day by managing policy downloads, ensuring that all documents are promptly and accurately integrated into our systems for immediate accessibility by agents and account managers.
• Take charge of sorting, distributing, and attaching commercial lines mail, ensuring no delay in information relay and response actions.
• Proactively handle client account updates, particularly focusing on cancellation/reinstatement data, ensuring accuracy in daily cancellation reports.
• Diligently process audit, dividend, and carrier information requests, organizing and distributing the necessary materials to the appropriate parties without delay.
• Collaborate closely with account managers, taking on permissible tasks to free up their schedules for more specialized client service activities.
• Continuously strive for greater operational efficiency by streamlining processes, maximizing the use of technological tools, and minimizing distractions.
• Uphold a positive attitude, maintaining healthy and productive working relationships with both clients and agency personnel.

Your Contribution to the Team Includes:

• Act as a reliable point of support for the team, aiding in various tasks and promoting a cohesive, efficient work environment.
• Engage in proactive problem-solving, willingly taking on additional tasks as needed to ensure uninterrupted service quality.
• Alignment with the agency’s values of family, loyalty, effectiveness, integrity, and service to the community.

Why Join Us:

• At Fleis Insurance, we're not just offering a job; we're inviting you to be a part of something that impacts lives and communities. Here's why you should consider joining us:
• Rewarding Compensation and Comprehensive Benefits: Enjoy a competitive package that includes health, life, and disability insurance, a minimum of 3 weeks PTO, paid holidays, and various opportunities for bonuses.
• Investment in Your Future: Take advantage of our 401(k) with a guaranteed safe harbor employer contribution, ensuring your future is as secure as the clients we serve.
• Professional Growth and Recognition: Receive due recognition for your contributions through our growth bonus and anniversary bonus schemes. Experience structured professional development, with regular pay reviews to ensure your career progression is on track.
• Work-Life Harmony: Our office hours are designed to support a balanced lifestyle, with a shorter workday on Fridays and team-building events that cultivate a strong sense of community.
• Culture of Care: Thrive in a supportive workplace that upholds a family feel, where empathy and positive relationships are nurtured.
• Making a Difference: Feel fulfilled knowing your work extends beyond the office through our commitment to community involvement and local initiatives.

What We Expect from You:

• Prior experience in a similar role within the commercial insurance sphere is advantageous.
• Adeptness in handling various data management systems, particularly relating to policy and client account management.
• Exceptional organizational skills, enabling you to handle multiple tasks efficiently in a fast-paced setting.
• Strong interpersonal skills, promoting effective communication and solid relationships with clients and team members.
• A proactive mindset with a focus on continual self-improvement and operational efficiency.

Join Our Journey:

Embark on a rewarding career path at Fleis Insurance, where your role as a Commercial Lines Assistant is integral to our collective success. Here, every challenge presents an opportunity for growth, and each team member's journey contributes to our overarching narrative of progress. Dive into a role where your development is a shared priority and your contributions are a central part of our success story. Welcome to Fleis Insurance.

If you're ready to be more than an employee, to influence, inspire, and make a mark, Fleis Insurance is ready for you. Apply today and let’s begin this exciting journey together toward a future where your ideas lead to impact, and your hard work is met with recognition and gratitude.

To learn more about us, visit www.fleisinsurance.com.

Job Type: Full-time

Pay: $16.00 - $20.00 per hour

Benefits:

• 401(k)
• Disability insurance
• Health insurance
• Paid time off

Ability to Commute:

• Onalaska, WI 54650 (Required)

Ability to Relocate:

• Onalaska, WI 54650: Relocate before starting work (Preferred)

Work Location: In person

Salary : $16 - $20