What are the responsibilities and job description for the Commercial Lines Technical Assistant position at Single Source Insurance, Inc?
Benefits:
The Commercial Lines Technical Assistant supports the Commercial Lines Account Management team by ensuring accurate and timely processing of small commercial accounts valued over $50,000. This position is responsible for certificate issuance, policy processing, documentation accuracy, and compliance standards while maintaining agency service expectations. The Technical Assistant plays a critical role in operational efficiency, quality control, and supporting Account Managers in the servicing and retention of business.
Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
This position has no supervisory responsibilities
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required.
Required Education And Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education And Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
Commercial Department Experience at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS 360
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Vision insurance
- Wellness resources
The Commercial Lines Technical Assistant supports the Commercial Lines Account Management team by ensuring accurate and timely processing of small commercial accounts valued over $50,000. This position is responsible for certificate issuance, policy processing, documentation accuracy, and compliance standards while maintaining agency service expectations. The Technical Assistant plays a critical role in operational efficiency, quality control, and supporting Account Managers in the servicing and retention of business.
Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Issue standard certificates using approved agency templates and verify certificate holder accuracy.
- Handle custom certificate wording and rush certificate requests.
- Audit certificates for compliance and accuracy; resolve holder or carrier discrepancies.
- Enter and update policy data accurately in AMS360.
- Process endorsements, cancellations, reinstatements, audits, and other servicing transactions.
- Review complex endorsements for coverage accuracy and form integrity.
- Support Account Managers during renewal cycles, including pulling loss runs and assisting with exposure analysis.
- Assist with preparation of quote summary templates when requested.
- Complete assigned processing tasks within designated turnaround times.
- Maintain documentation and filing standards in accordance with agency procedures.
- Strong attention to detail and accuracy under tight deadlines
- Effective time management and workload prioritization
- Written and verbal communication proficiency
- Understanding of commercial insurance documentation and endorsements
- Proficiency in AMS360 and Microsoft Office (Outlook, Word, Excel)
- Initiative and ownership of assigned responsibilities
- Ethical conduct and confidentiality
- Ability to collaborate and build positive working relationships with Account Managers
- Commitment to continuous improvement and operational efficiency
This position has no supervisory responsibilities
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required.
Required Education And Experience
Highschool Graduation or GED
440 Insurance License
2 Years experience commercial underwriting
Preferred Education And Experience
4 Year college degree
220 Insurance License
4 Years industry experience in commercial underwriting
Additional Eligibility Qualifications
Commercial Department Experience at an independent agency.
Proficiency with Microsoft Outlook, Word, Excel and AMS 360
Salary : $50,000 - $65,000