Commercial Lines Insurance Assistant

Acrisure

. Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including service accounts, account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence .

Posted 5/20/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including service accounts, account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence
Respond to client inquiries and company requests on a timely basis
Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the management system to keep track of all pending items
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc
Collect renewal data on assigned accounts
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties

Requirements

What you’ll need

Minimum of 2 years of experience in insurance or financial services industry, preferably in Commercial Lines
Strong organizational skills
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
Applied Systems / EPIC experience highly preferred

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance, fertility benefits, and wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP) and a complimentary Calm app subscription
Immediate vesting in a 401(k) plan and HSA/FSA options
Commuter benefits and employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

insuranceaccount transactionsquotingpolicy provisionsunderwritingrenewal data collectiondata accuracyproblem solvingdocument management

Soft Skills

organizational skillscustomer serviceverbal communicationwritten communicationinterpersonal skills