How to hire a commercial lines assistant

How to hire a commercial lines assistant, step by step

Here's a step-by-step commercial lines assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a commercial lines assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new commercial lines assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the commercial lines assistant you need to hire. Certain commercial lines assistant roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A commercial lines assistant's background is also an important factor in determining whether they'll be a good fit for the position. For example, commercial lines assistants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of commercial lines assistants and their corresponding salaries.

   Type of Commercial Lines Assistant	Description	Hourly rate
   Commercial Lines Assistant	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.	$12-21

2. Create an ideal candidate profile

   Common skills:

   • Data Entry
   • PowerPoint
   • Insurance Policies
   • Loss Runs
   • Real Estate
   • Treasury
   • Quality Customer Service
   • Financial Statements
   • SBA
   • Loan Payments
   • Bank Secrecy Act
   • Commercial Banking
   • Loan Packages
   • Motor Vehicle

   Check all skills

   Responsibilities:

   • Analyze and support development and execution of underwriting, automation and operational strategies to efficiently and effectively manage the portfolio.
   • Analyze and support development and execution of underwriting, automation and operational strategies to efficiently and effectively manage the portfolio.
   • Prepare loan documents utilizing LaserPro software.
   • Evaluate new and renewal submissions as delegated by underwriters for prescribe criteria and clearance into AS400 invoicing system.

3. Make a budget

   Including a salary range in your commercial lines assistant job description is one of the best ways to attract top talent. A commercial lines assistant can vary based on:

   • Location. For example, commercial lines assistants' average salary in mississippi is 28% less than in michigan.
   • Seniority. Entry-level commercial lines assistants 44% less than senior-level commercial lines assistants.
   • Certifications. A commercial lines assistant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a commercial lines assistant's salary.

   Average commercial lines assistant salary

   $16.45hourly

   $34,225 yearly

   ---

   Entry-level commercial lines assistant salary

   $25,000 yearly salary

   Updated January 22, 2026

4. Writing a commercial lines assistant job description

   A good commercial lines assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a commercial lines assistant job description:

   Commercial lines assistant job description example

   Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
   
   Brown & Brown has an exciting opportunity available for a Commercial Lines Claims Assistant at our
   Syracuse, NY Location! The Commercial Lines Claims Assistant plays an integral role in keeping the Claims team organized, timely, and compliant in providing a top notch experience for our customers.
   
   WHAT YOU'LL DO:
   Assist Commercial Lines team with entering data, generating claims centered reports, and reporting loss notices. Handle processing of Commercial Lines claims documents. Retrieve Policies and Loss Runs for Claims Representatives as requested. Act as back-up for Claims Representatives out of the office, managing phone calls and emails; ensuring excellent customer service. Handle distribution of department mail, and assist Claims team with document management through scanning, emailing, and uploading documents into the agency management system. Assist Claims Representatives with tracking and timely calculations and communication of Workers Comp policy renewals. Communicate with carriers as need to assist Claims Representatives.
   
   WHAT YOU'LL NEED:
   High school diploma or equivalent Proficiency in Microsoft Office applications & data entry Detail-oriented mindset with strong time management skills A knack for providing excellent customer service Some experience in the insurance industry preferred, but will consider candidates with strength in previously mentioned skills
   
   WHAT WE OFFER:
   Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off Generous benefits package: health, dental, vision, 401(k), and many additional benefits Employee Stock Purchase Plan
   
   We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

   Copy this example

   

5. Post your job

   To find the right commercial lines assistant for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with commercial lines assistants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit commercial lines assistants who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your commercial lines assistant job on Zippia to find and recruit commercial lines assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit commercial lines assistants, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new commercial lines assistant

   Once you have selected a candidate for the commercial lines assistant position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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