Commercial Lines Account Assistant (Insurance)

TL;DR

Commercial Lines Account Assistant (Insurance): Servicing new and existing commercial accounts by managing policy checking, endorsements, and audits with an accent on accuracy and client communication. Focus on maintaining the Epic agency management system and coordinating with Account Managers and carriers.

Location: Rutland, VT

Salary: $25–$28 per hour

Company

hirify.global provides risk management and insurance protection for business owners to help them protect their companies from unforeseeable surprises.

What you will do

• Perform policy checking for new and renewal accounts, identifying errors or premium increases.
• Process endorsements and communicate changes clearly to clients.
• Manage premium audits, invoicing, and issue proofs of insurance including Binders and Certificates.
• Assist with claims processing and marketing activities as needed.
• Maintain accurate policy information within the Epic agency management system.

Requirements

• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Ability to use or learn the Applied/Epic agency management system.
• Strong time management, attention to detail, and professional communication skills.
• High school diploma or 2 years of college/insurance industry experience preferred.
• Property and Casualty Insurance License is preferred (assistance with licensing may be provided).

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement for job-related expenses per company policy.
• A culture that celebrates diversity, equity, and inclusion.