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Commercial Insurance Assistant Jobs in California

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Licensed Commercial Insurance Producer

Pomona, CA · On-site

$30 - $40/hr

Pomona, CA Primary Job Duties: · Quote Commercial Insurance Risk · Provide superior customer ... System · Assist in claim management, cancellations and renewals · Maintain excellent and ...

Urgent

Insurance Office of America

Description Commercial Insurance Account Manager Please note: If this position is posted as either ... Support policy issuance and documentation accuracy Business & Renewal Support * Assist or lead new ...

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Commercial Insurance Assistant information

What is a commercial insurance assistant?

Commercial Insurance Assistants are professionals who support insurance agents, brokers, and underwriters by handling administrative tasks related to commercial insurance policies. Their responsibilities often include processing applications, preparing policy documents, communicating with clients, and maintaining accurate records. They play a key role in ensuring that the insurance process runs smoothly and efficiently, allowing agents to focus on client relationships and sales. Commercial Insurance Assistants need strong organizational skills, attention to detail, and a good understanding of insurance terminology.

What does a commercial insurance assistant do?

A Commercial Insurance Assistant typically handles administrative tasks such as processing policy documents, managing client records, and assisting with renewals and endorsements. They often communicate directly with clients to gather information, answer basic policy questions, and ensure all documentation is accurate and up to date. By efficiently managing these responsibilities, they free up underwriters and account managers to focus on more complex client needs, supporting the overall workflow of the insurance team and contributing to excellent customer service.

What are the key skills and qualifications needed to thrive as a commercial insurance assistant?

To thrive as a Commercial Insurance Assistant, you need strong administrative skills, attention to detail, and a foundational understanding of insurance principles, often supported by a high school diploma or associate degree. Familiarity with insurance management systems, document processing software, and sometimes industry certifications like AINS or CISR is beneficial. Excellent organizational skills, customer service orientation, and clear communication help build relationships with clients and support underwriters and agents. These competencies are essential to efficiently manage policy documentation, ensure compliance, and deliver prompt, accurate service in a dynamic insurance environment.

What is the difference between Commercial Insurance Assistant vs Insurance Underwriter?

AspectCommercial Insurance AssistantInsurance Underwriter
Required CredentialsHigh school diploma, insurance licensing often preferredBachelor's degree in finance, business, or related field; licensing may be required
Work EnvironmentOffice setting, supporting agents and brokersOffice-based, assessing risks and approving policies
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance companies, underwriting firms
Common Search & ComparisonAssisting with policy processing, customer serviceEvaluating risks, setting premium rates

The Commercial Insurance Assistant primarily supports insurance agents by handling administrative tasks and customer inquiries, while the Insurance Underwriter evaluates risks and determines policy terms. Both roles are essential in the insurance industry, often working closely but with different responsibilities and qualifications.

What are the most commonly searched types of Commercial Insurance jobs in California?

The most popular types of Commercial Insurance jobs in California are:

What are popular job titles related to Commercial Insurance Assistant jobs in California?

For Commercial Insurance Assistant jobs in California, the most frequently searched job titles are:

What job categories do people searching Commercial Insurance Assistant jobs in California look for?

The top searched job categories for Commercial Insurance Assistant jobs in California are:

What cities in California are hiring for Commercial Insurance Assistant jobs?

Cities in California with the most Commercial Insurance Assistant job openings:

Commercial Insurance Assistant jobs near you
Infographic showing various Commercial Insurance Assistant job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Commercial Insurance Assistant Account Manager

iStaff Pros

Orinda, CA

$25 - $30/hr

Full-time, Contractor

Medical, Dental, Vision, Retirement

Re-posted 29 days ago

Job description

Commercial Insurance Assistant Account Manager


We’re seeking a brilliant Commercial Insurance Assistant Account Manager to join our growing team! Come be a part of a family-owned Insurance Brokerage serving clients who appreciate the value of working with an established, reputable company.




Key Responsibilities:

  • Determine customer requirements and expectations to identify the best products and solutions
  • Assist Agency Producers with new business processing and follow-up
  • Review renewal business and take appropriate follow-up action based on degree of change
  • Cross-sell and up-sell products to existing clients
  • Retain clients at the point of cancellation through proactive communication
  • Keep accurate records of customer interactions, inquiries, and actions taken
  • Assist with annual reviews and prepare personalized coverage recommendations
  • Prepare renewal and new business packets for Producers
  • Perform risk analysis and field underwriting
  • Serve as a client and claims liaison, monitoring claims and communication
  • Solicit, sell, and negotiate new business policies
  • Schedule appointments for Producers to meet with clients
  • Perform other duties as assigned



What You Bring:

  • High-energy, positive attitude with a strong work ethic
  • Ability to meet individual performance goals and metrics
  • Excellent multitasking and organizational skills
  • Strong attention to detail and follow-through
  • Outstanding written and verbal communication skills
  • Solid understanding of insurance products, billing, and underwriting basics
  • Team-oriented mindset — open to feedback and collaboration
  • Empathetic and professional communication style with clients
  • Problem-solving mindset and ability to find timely solutions
  • Strong computer skills, including Windows and Microsoft Office
  • Familiarity with Acord applications, supplemental applications and customer data collection



Benefits & Perks:

  • Competitive guaranteed hourly wage
  • Commission and bonus opportunities
  • Medical, dental, and vision benefits
  • 401(k) with employer match
  • Paid product training and continuing education
  • Career advancement opportunities
  • Employee rewards and discounts
  • And much more!





This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers Insurance.


This is a full-time Permanent position