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Commercial Lines Assistant information

See Indiana salary details

$28.5K

$42.6K

$62.8K

How much do commercial lines assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for commercial lines assistant in Indiana is $42,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $44,200.00 per year, depending on experience, location, and employer.

What is a commercial lines assistant?

Commercial Lines Assistants are insurance professionals who support agents and brokers in managing commercial insurance policies for businesses. Their responsibilities typically include processing policy documents, handling renewals, preparing quotes, and maintaining client records. They serve as a key point of contact between clients, insurance companies, and sales staff. By ensuring accuracy and efficiency in policy management, Commercial Lines Assistants help facilitate smooth business operations for both clients and their insurance providers.

What does a commercial lines assistant do?

A Commercial Lines Assistant typically manages administrative tasks such as preparing policy documents, processing endorsements, issuing certificates of insurance, and maintaining accurate client records. They play a key role in supporting account managers and underwriters by ensuring that all paperwork is completed efficiently and that client requests are handled promptly. This role often involves frequent communication with clients, insurance carriers, and internal team members, making collaboration and attention to detail essential for success.

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

To thrive as a Commercial Lines Assistant, you need a solid understanding of insurance principles, attention to detail, and typically a high school diploma or relevant industry experience. Familiarity with agency management systems, insurance processing software, and sometimes a property and casualty insurance license are advantageous. Strong organizational skills, effective communication, and the ability to multitask help you stand out in this support-oriented role. These skills and qualities are crucial for ensuring accurate policy processing, timely client service, and smooth operations within a commercial insurance agency.

What is the difference between Commercial Lines Assistant vs Commercial Lines Producer?

AspectCommercial Lines AssistantCommercial Lines Producer
CredentialsTypically requires insurance licensing, high school diploma or equivalentRequires licensing, often with additional certifications or licenses
Work EnvironmentSupports agents, handles administrative tasks, works in office settingsBuilds client relationships, sells policies, interacts directly with clients
Employer & Industry UsageCommonly employed by insurance agencies and brokeragesWorks within insurance agencies, brokers, or directly with clients

The main difference is that Commercial Lines Assistants focus on administrative support and processing tasks, while Commercial Lines Producers actively sell insurance policies and develop client relationships. Both roles require licensing, but Producers typically have more client-facing responsibilities and sales targets.

What are the most commonly searched types of Commercial Lines jobs in Indiana?

The most popular types of Commercial Lines jobs in Indiana are:

What are popular job titles related to Commercial Lines Assistant jobs in Indiana?

For Commercial Lines Assistant jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Commercial Lines Assistant jobs in Indiana look for?

The top searched job categories for Commercial Lines Assistant jobs in Indiana are:

What are popular job titles related to Commercial Lines Assistant jobs in IN?

For Commercial Lines Assistant jobs in IN, the most frequently searched job titles are:

Commercial Lines Assistant jobs near you
Infographic showing various Commercial Lines Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $42,562 per year, or $20.5 per hour.

Commercial Lines Assistant Client Manager

EPIC Brokers

Carmel, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Key responsibilities

  • Respond to client inquiries and maintain documentation in the agency management system.

  • Manage the certificate renewal process, including issuing certificates and auto ID cards, and ensure accurate issuance throughout the policy term.

  • Support renewal activities such as launching renewal workflows, preparing checklists, obtaining loss runs, assisting with proposal preparation, and managing the renewal process with clients.

Job description

Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Carmel, Indiana, or Terre Haute, Indiana- hybrid 3 days a week
WHAT YOU'LL DO:
  • Respond to client inquiries promptly; maintain documentation in the agency management system.
  • Issue certificates of insurance and auto ID cards within standard turnaround times.
  • Manage certificate renewal process and ensure accurate issuance throughout policy term.
  • Process notices of cancellation immediately upon receipt; update systems and notify Client Manager.
  • Maintain suspense items and follow up on outstanding tasks.

Renewals:
  • Launch renewal workflow 150 days out.
  • Prepare renewal checklists; update tasks and maintain progress.
  • Obtain loss runs and experience modification worksheets.
  • Assist with proposal preparation and transition to Client Manager for review.
  • Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized.
  • Confirm renewal deliverables (loss runs, certificate lists) meet quality expectations and are ready for next-step review.
  • Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.

Endorsements:
  • Request endorsements from carriers or process online when possible.
  • Update exposure workbooks and Sagitta with changes.
  • Send Auto ID cards and certificates as needed.
  • Verify accuracy of endorsements upon receipt; invoice and transmit to client.

Policy Maintenance:
  • Collect policies and perform first review; notify Client Manager for second review.
  • File policies, endorsements, and correspondence in ImageRight.

General Responsibilities:
  • Prepare materials for presentations and meetings, as requested.
  • Coordinate and attend carrier marketing meetings as needed.
  • Stay informed on internal policy and procedural changes, including changes in systems and technologies.

WHAT YOU'LL BRING:
  • 1+ years of experience in the insurance carrier or brokerage industry preferred
  • Strong verbal and written communication skills.
  • Service-oriented with excellent interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency in Microsoft Office and prior experience with any agency systems (Sagitta, ImageRight, CSR24).
  • Self-motivated, detail-oriented, and able to work independently.
  • High school diploma or G.E.D. equivalent required; bachelor's degree preferred.
  • Certificates, Licenses, Registrations
  • Must obtain Property & Casualty license within 90 days

COMPENSATION: Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-Hybrid

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