Commercial Insurance Account Assistant jobs in United States
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Cothrom Risk & Insurance Services · 1 month ago

Commercial Insurance Account Assistant

Cothrom Risk & Insurance Services is looking for a proactive and resourceful Account Assistant to join their team. The role involves assisting with a diverse book of commercial property and casualty accounts, maintaining customer relationships, processing requests, and helping clients with claims. This position offers an opportunity for professional growth and skill development in the insurance industry.

Commercial InsuranceInsuranceRisk Management
Hiring Manager
Kevin Purvis, CPCU
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Responsibilities

Assist with a diverse book of commercial property & casualty accounts
Maintain customer relationships
Process certificate requests
Process change requests
Create proposals
Assist with claims

Qualification

Commercial P&C experienceApplied SystemsInsurance LicenseMicrosoft OfficeAdobe AcrobatGritPersistenceContinuing EducationCommunication SkillsProblem Solving

Required

Industry – foremost show grit and persistence, a desire to be productive and work efficiently
Integrity – strength in the trust and relationships you build with your clients, co-workers, and brokers/underwriters
Intelligence – ability to learn new skills, add industry knowledge, and problem solve independently
Ability to complete each of these tasks 7-8 hrs per day, unless otherwise noted
Ability to lift up to 35lbs rarely, less than 5 minutes a day
Sit at a desk continuously
Upper body range of motion and dexterity sufficient for constant use of a keyboard, mouse, phone and other office equipment
Typing speed in excess of 35 wpm
Vision sufficient for constant use of computer
Hearing sufficient for daily in-person, video and telephone communication, 3-5 hours a day
Able to concentrate on moderate detail with constant interruption
Able to attend task/function for 45 min – 1 hour at a time, frequently 4-6 hours a day
Able to remember multiple tasks/assignments given to self and others during the course of the day
Able to remember multiple tasks/assignments given to self and others over long periods of time
Ability to communicate verbally and in written word at standard high school level vocabulary

Preferred

Industry Experience – prior commercial P&C industry experience
Technological Experience – Cothrom uses technology to its fullest extent possible, comfort using Applied Systems, electronic signature systems, Microsoft Office, Adobe Acrobat etc
Insurance License – a 2-20 General Lines license will be required within 180 days of hire date
Communication Skills – professionalism in oral and written communication
Continuing Education – acquisition or pursuit of industry designations such as the CPCU

Benefits

Medical
Dental
Vision
LTD
Life
401k

Company

Cothrom Risk & Insurance Services

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Cothrom Risk & Insurance Services specializes in insurance brokerage and risk management to help improve profitability and productivity.

Funding

Current Stage
Early Stage

Leadership Team

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Jordan Gillespie, CIC
Partner
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Kevin Purvis, CPCU
Managing Partner
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Company data provided by crunchbase