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Become A Commercial Lines Assistant

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Working As A Commercial Lines Assistant

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Documenting/Recording Information
  • Performing Administrative Activities
  • Getting Information
  • Mostly Sitting

  • Repetitive

  • $33,779

    Average Salary

What Does A Commercial Lines Assistant Do At M & T Bank

* Build and maintain relationships with existing Commercial Lines clients.
* Assist in the process of managing accounts in accordance with agency standards and workflows.
* Prepare Auto ID cards, Certificates of Insurance and other daily service needs as assigned.
* Assist with maintaining client files on agency management system and support all key servicing aspects of account; including renewals, endorsements, certificates, cancellations and audits.
* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
* Promote an environment that supports diversity and reflects the M&T Bank brand.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Complete other related duties as assigned.
* This position supports the key direct links to the Commercial client, specifically to Account Manager and Producer.
* The employee will perform tasks that require accuracy and attention to detail while working to meet schedule or deadline

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How To Become A Commercial Lines Assistant

General office clerks typically need a high school diploma or equivalent and learn their skills on the job.


General office clerks usually need a high school diploma or equivalent.

Courses in using computer applications, such as word processing and spreadsheet software, may be particularly helpful.


General office clerks usually learn their skills while on the job. Their training typically lasts up to 1 month and may include instructions on office procedures, proper phone etiquette, and the use of office equipment.


General office clerks may advance to other administrative positions with more responsibility, such as executive secretaries and executive administrative assistants.

Advancement opportunities often depend on work experience and the knowledge of computer applications, such as word processing and spreadsheet software.

Important Qualities

Customer-service skills. Clerks often provide general information to company staff, customers, or the public. They should be courteous and prompt with their responses.

Detail oriented. Clerks perform many clerical tasks, such as preparing bills that require attention to detail.

Organizational skills. Office clerks file and retrieve records. They need to keep records organized to be able to access them quickly and efficiently.

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Commercial Lines Assistant jobs

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Top Skills for A Commercial Lines Assistant


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Top Commercial Lines Assistant Skills

  1. Customer Service Representatives
  2. Policy Renewals
  3. Insurance Proposals
You can check out examples of real life uses of top skills on resumes here:
  • Assisted customer service representatives with all aspects of servicing medium and large accounts.
  • Assisted in preparing new and renewal insurance proposals
  • Full account servicing for casualty, auto, and workers' compensation risks.
  • Order and review loss runs.
  • Rated commercial lines of insurance for approximately 35 Producers and Underwriters.

Top Commercial Lines Assistant Employers

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Commercial Lines Assistant Videos

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