Demo

Commercial Insurance Assistant

Higginbotham
Petersburg, FL Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 3/24/2025
Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our St. Petersburg, FL office.

We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top notch service to our clients. This is a great position for someone wanting to grow their insurance career or take a step back from the hubbub of corporate life. Join our team and add to our story! This individual will work closely with Commercial Lines Account Managers, Account Executives and other members of the team to service our clients by handling the following duties:

  • Issuing certificates of insurance
  • Ordering MVR’s for commercial clients
  • Reviewing commercial policies and endorsements for accuracy
  • Updating applications in the Agency Management System
  • Reviewing carrier websites to obtain applicable information pertaining to commercial accounts
  • Processing incoming mail, such as policies and endorsements
  • Provide primary back-up coverage for the front-desk receptionist, as needed.

Skills:

  • Excellent interpersonal and customer service skills, with a cheerful phone presence
  • Strong verbal and written communication skills
  • Ability to work collaboratively in a team environment
  • Excellent time management and organizational skills with strong attention to detail
  • Ability to complete tasks efficiently and accurately
  • Strong computer literacy, including knowledge of MS Office, Outlook and Teams

Required Experience:

  • At least 1-2 years’ experience in an entry level insurance position preferred
  • Experience with certificates of insurance helpful
  • General knowledge of insurance terminology

Systems:

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Licensing and Credentials:

  • Active FL 4-40 or 2-20 license required (company will help candidate obtain licensure if needed)

Work Location:

  • St. Petersburg, FL

Perks & Benefits:

  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunity - the potential for growth within the company
  • Excellent work/life balance

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions

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