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Commercial Insurance Assistant Jobs in Texas (NOW HIRING)

... of commercial property and casualty accounts. Responsible for routine tasks and established ... insurance summaries. • Assist in reconciliation of accounts receivable by account. • 1 year ...

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Schedule appointments and assist with account management activities. * Maintain accurate records ... Gather information and documentation needed for commercial insurance submissions. * Coordinate with ...

Insurance Producer

Round Rock, TX · On-site

$40K - $50K/yr

Produce and manage Personal Lines (P&C), Life & Health, and Commercial Insurance policies ... Ensure compliance with carrier and regulatory guidelines * Assist with training, mentoring, and ...

Insurance Producer

Round Rock, TX · On-site

$40K - $50K/yr

Produce and manage Personal Lines (P&C), Life & Health, and Commercial Insurance policies ... Ensure compliance with carrier and regulatory guidelines * Assist with training, mentoring, and ...

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Commercial Insurance Assistant information

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 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 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 most commonly searched types of Commercial Insurance jobs in Texas? The most popular types of Commercial Insurance jobs in Texas are:
What job categories do people searching Commercial Insurance Assistant jobs in Texas look for? The top searched job categories for Commercial Insurance Assistant jobs in Texas are:
What cities in Texas are hiring for Commercial Insurance Assistant jobs? Cities in Texas with the most Commercial Insurance Assistant job openings:
Infographic showing various Commercial Insurance Assistant job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

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Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


USI Insurance Services rating

8.8

Company rating: 8.8 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

57th of 304 rated insurance


Job description

Job Opportunity

Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.

•Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.

•Verify, invoice, and process insurance policies, endorsements and/or claims.

•Maintain accuracy and completeness of customer database on agency management system.

•Process routine to complex transactions.

•Process and revise draft insurance proposals or quotes.

•Proofread documents for accuracy and completeness.

•Answer incoming calls.

•Open, date stamp, process in-coming mail, and sort outgoing mail.

•Administer claim reports.

•Review expiration lists.

•May issue binders, policies, and endorsements as directed.

•Create and maintain files according to policies and procedures guidelines.

•Prepare or request loss summaries and/or detailed insurance summaries.

•Assist in reconciliation of accounts receivable by account.

•1 year + of customer service experience.

•High school diploma or graduate equivalent degree required.

•Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.

•Working knowledge of Microsoft Office suite of products.

•Ability to navigate multiple computer systems and applications. Utilize search tools to find information.

•Analytical ability with high attention to detail and accuracy.

•Strong verbal, written, and interpersonal communication skills.

•Strong organizational, multi-tasking, and prioritizing skills.

•Ability to work effectively in a team environment and across all organizational levels.

•Ability to follow policies, procedures, and regulations.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


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