Post job

Commercial lines assistant jobs near me - 104 jobs

jobs
Let us run your job search
Sit back and relax while we apply to 100s of jobs for you - $25
  • COMMERCIAL LINES ASSISTANT (PART TIME | REMOTE PREFERRED)

    The Crenshaw Agency

    Remote commercial lines assistant job

    Job Description We are seeking a reliable and detail-oriented Commercial Lines Assistant to support the daily service and administrative needs of a growing independent insurance agency. This role focuses on commercial insurance servicing, renewals, documentation, and follow-up to support producers and improve workflow efficiency. Schedule: Part-time: approximately 1525 hours per week Flexible schedule during standard business hours Remote work preferred Benefits Hourly Base Salary Based on Experience Work from Home Mon-Fri Schedule Responsibilities Prepare and issue Certificates of Insurance (COIs) Assist with commercial policy renewals, including gathering information and preparing submissions Complete and process ACORD applications Handle policy endorsements (simple changes such as address updates, vehicle changes, payroll revisions) Assist with quoting small-dollar / low-complexity commercial policies Follow up on late payments, outstanding documents, and carrier requests Assist with premium finance agreements and payment collection Maintain accurate and organized client files in the agency management system Communicate professionally with clients, carriers, and internal team members Requirements Prior experience in commercial insurance service or support Knowledge of ACORD forms and COIs Strong organizational skills and attention to detail Ability to work independently and manage multiple tasks Professional written and verbal communication skills Preferred (Not Required) Active Property & Casualty (P&C) license Experience with independent insurance agencies Familiarity with agency management systems (Applied Epic, EZLynx, AMS, etc.) Experience quoting small commercial accounts
    $28k-38k yearly est. 8d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Commercial Lines Account Manager

    PGA Peck Glasgow

    Remote commercial lines assistant job

    Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Woodcliff Lake, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Hybrid can be discussed. Responsibilities: Handle a dedicated book of business Information gathering, preparing applications, quoting, renewal marketing, handling endorsements and accurate file documentation, etc. Interact and create relationships with producers, and carriers Maintain knowledge of all company systems and offerings Qualifications: Knowledge of commercial transportation, including school bus, limousine and NEMT. Highschool or GED required Must be licensed Independent and self-motivated thinker and ability to thrive in a fast pace environment Knowledge of Vertafore products a plus Strong written & verbal skills. Strong attention to detail and ability to prioritize. Proficiency with Microsoft Office and AMS360 & Image Right Benefits: Compensation: $70,000-80,000/yr. Company Paid Life Insurance, Long-Term and Short-Term Disability. Medical, Dental, Vision and FSA/HSA plans. 401(k) with company match. Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. Generous PTO. An awesome team of professionals! The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
    $70k-80k yearly Auto-Apply 60d+ ago
  • Underwriting Assistant, Middle Market Construction

    Archgroup

    Remote commercial lines assistant job

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: As an Underwriting Assistant on the Middle Market Operations team, you will perform the underwriting support tasks needed to successfully bind, issue and otherwise manage a territory of Commercial Casualty Insurance accounts. This candidate can sit 100% remote. Responsibilities and Accountabilities: Building and maintaining relationships with key staff of producer partners Review and professionally handle all customer inquiries within our service commitment with a focus on timeliness, quality and efficiency Review submissions and obtain pertinent underwriting information enabling underwriters to accurately identify and assess risk hazards and exposures Quote preparation on new business and renewals; includes rating multi-line coverages such as Workers' Compensation (WC), General Liability (GL), Auto, Excess/Umbrella Facilitate issuance of multi-state casualty policies including mid-term changes Set up and maintain electronic policy files and follow up for outstanding information Required Skills and Abilities: Strong organizational skill with the ability to effectively handle multiple assignments, prioritize work and meet deadlines in a dynamic and results oriented environment Customer focused with attention to detail Self-directed showing personal accountability and a sense of urgency General knowledge of Commercial Lines coverages and rating (WC, GL, Auto, Excess/Umbrella) Solid analytical and problem solving skills Proficient in Microsoft products (Office, Word, Excel) and ability to quickly master proprietary and vended software applications Education & Experience: High School Diploma/GED preferred with a minimum of two years experience in the insurance industry #LI-Remote #LI-JD1 For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $50,000 - $70,000/year Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 14400 Arch Insurance Group Inc.
    $50k-70k yearly Auto-Apply 1d ago
  • Commercial Enablement Specialist

    Virginpulse 4.1company rating

    Remote commercial lines assistant job

    Who We Are Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future. Responsibilities What makes this role different ✓This position plays an essential role within the Commercial Enablement (CE) team by bringing strategic insight and innovative ideas to our onboarding and ongoing training processes. Responsibilities include designing and delivering curated new hire onboarding experiences across the commercial organization as well as encouraging the adoption and effective use of tools and technology. The main duties of the CE Specialist are: What You'll Actually Do Key Responsibilities Enhance onboarding with role-based learning, skills assessments, and certification programs. Collaborate with managers to set onboarding success criteria and performance standards. Set onboarding metrics (30, 60, 90, 180 days) to measure effectiveness and ramp-up speed. Manage monthly reporting on commercial technology usage across users. Monitor adoption trends and link tool use to pipeline, productivity, and growth. Assess ROI of technology investments and provide insights for optimization. Maintain quarterly scorecards showing: Enablement program impact Technology usage and effectiveness Influence on pipeline and commercial growth Track onboarding completion, certification results, and time-to-productivity metrics Identify gaps in onboarding content, tool use, or user behavior and suggest improvements. Drive continuous improvement with data-driven insights and stakeholder feedback. Document processes, metric definitions, and reporting standards for consistency and scalability. Build and maintain dashboards, reports, and scorecards from commercial tech systems. Gather, validate, and combine data from platforms such as CRM, enablement tools, and learning systems. Create leadership-ready presentations that summarize trends, insights, and recommendations. Qualifications What You Bring to Our Mission Education and Experience Bachelor's degree in Business, Operations, Analytics, Finance, Marketing, Information Systems, or a related field, or equivalent relevant experience 3-6 years in Commercial/Revenue/Sales Enablement, Business Operations, or Analytics Experience with onboarding and training programs in commercial or go-to-market environments preferred Demonstrated ability to develop performance metrics, dashboards, and scorecards for leadership reporting Proven experience analyzing adoption and utilization of enterprise technology platforms (CRM, enablement, learning, or sales tools) Experience collaborating across sales, marketing, operations, and technology teams is preferred Knowledge, skills and abilities Understanding of onboarding, enablement, and continuous learning best practices. Strong project management and organizational abilities and can handle multiple initiatives. Excellent written and verbal communication; translate data into actionable insights. Attention to detail with focus on accuracy and data integrity. Strategic thinker with tactical execution in a fast-paced environment. Able to synthesize information from various sources into cohesive insights. Skilled at identifying inefficiencies and recommending data-driven improvements. Works independently and collaboratively within teams. Strong analytical skills; able to interpret complex data and spot trends. Presents complex information clearly to leadership audiences. Adapts quickly to changing priorities, tools, and business needs. Preferred: knowledge of commercial functions (sales, account management, customer success, marketing). Preferred: Familiarity with commercial tech tools (CRM, enablement, LMS, analytics). Preferred: Able to build clear dashboards and executive scorecards. Why You'll Love It Here We believe in total rewards that actually matter-not just competitive packages, but benefits that support how you want to live and work. Your wellbeing comes first: Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!) Mental health support and wellness programs designed by experts who get it Flexible work arrangements that fit your life, not the other way around Financial security that makes sense: Retirement planning support to help you build real wealth for the future Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage Growth without limits: Professional development opportunities and clear career progression paths Mentorship from industry leaders who want to see you succeed Learning budget to invest in skills that matter to your future A culture that energizes: People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable The practical stuff: Competitive base salary that rewards your success Unlimited PTO policy because rest and recharge time is non-negotiable Benefits effective day one-because you shouldn't have to wait to be taken care of Ready to create a healthier world while building the career you want? We're ready for you. No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you. Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice. In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $75,000 to $90,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for medical, dental, vision, and other benefits. We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing. #WeAreHiring #PersonifyHealth Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **************************. All of our legitimate openings can be found on the Personify Health Career Site.
    $75k-90k yearly Auto-Apply 13d ago
  • Head of Commercial AI - Wellbeing Collective

    Unilever 4.7company rating

    Remote commercial lines assistant job

    OUR BUSINESS: Unilever's Wellbeing Collective Group (WBC) holds the company's functional nutrition brands and the portfolio of brands that includes Equilibra (Italy) and US acquired brands Olly, LiquidIV, Nutrafol, SmartyPants, Welly and Onnit. Each brand is completely unique and focused on giving consumers superior experiences within their respective spaces and target segments. We are committed to continue growing this strategic business for Unilever through a series of acquisitions and international expansion of acquired brands through Unilever's scale and network in the markets. We work in an agile, fast-moving environment, collaboratively within the team and with our Unilever colleagues around the world. We work in a project based networked way where everyone needs to be able to take a step back and think strategically as well as rolling up their sleeves and get their hands dirty, to be entrepreneurial and experiment as well as bringing in the best of Unilever and work the structures of a large company, to take charge and lead as well as follow and support others. Job Responsiblities The Head of Commercial AI will drive the AI strategy for the Wellbeing Collective-spanning brands such as Liquid I.V., Nutrafol, OLLY, SmartyPants, Onnit, and others-by defining and delivering scalable, high‑impact AI capabilities across the commercial ecosystem. This role partners closely with commercial leaders, including eCommerce, Media, Sales, Marketing, and Finance, to shape the enterprise AI roadmap and ensure AI is embedded into core decision‑making and operating models. Responsibilities include identifying and implementing AI solutions across pricing, promotion optimization, analytics, forecasting, media and creative generation, and sales productivity, working with SMEs to define benchmarks and best practices. The role leads cross‑functional sprint teams to prototype, pilot, and scale meaningful AI use cases, while managing a structured experimentation roadmap with robust hypothesis design and outcome measurement. Additional responsibilities include overseeing vendor assessments and build‑vs‑buy evaluations, guiding procurement and technical due diligence, establishing governance frameworks for safe and responsible AI adoption, and managing global tooling, localization, and market activation. This role will also define and track KPIs to measure AI‑driven value creation, including revenue, margin, productivity, and operational efficiency outcomes. Architect and optimize workflows leveraging cutting‑edge AI and automation technologies (Gumloop, ChatGPT Agent Builder, Microsoft Copilot, and internal Unilever platforms) Deploy, maintain, and optimize AI workflow software across the organization, ensuring seamless integration with existing Unilever systems and processes. Drive measurable business outcomes by championing AI solutions for revenue growth, margin enhancement, and cost reduction across key commercial functions. Shape the organizational transformation required to scale AI-upskilling talent, redesigning processes, and establishing adoption mechanisms. Leadership through collaboration & going further together. Develop and deliver enterprise-wide AI education programs, including prompt engineering best practices, team-specific training, and leadership enablement. Maintain a strong portfolio of prioritized AI use cases, ensuring rapid testing, structured evaluation, and strategic scaling. Act as the connective tissue between central teams and operating companies to ensure alignment, co-creation, and shared success. Implement robust frameworks for data integrity, model safety, compliance, and ethical use of AI technologies. Build strategic partnerships with leading AI providers, startups, consultancies, and academic institutions. Required Qualifications An AI leader with deep understanding of commercial use cases and the ability to translate emerging technologies into tangible business impact. Combination of visionary and doer. Expert in AI prompt engineering, workflow automation, and deploying agent-based systems. Proven track record leading cross-functional teams through rapid experimentation, sprint development, and scaled deployment. Strong background in CPG, ecommerce, or digitally native brands, with experience shaping pricing, promotion, innovation, category, and marketing strategies using data and AI. Exceptional communicator capable of educating and influencing senior stakeholders and large commercial organizations. Comfortable navigating ambiguity, simplifying complexity, and driving organizational change in large, matrixed environments. Curious, execution-focused, and energized by building new capabilities from zero to one-and then scaling them globally. Strong business judgment with the ability to balance speed, governance, and strategic priority. Bachelor's degree. Pay: The pay range for this position is $141,680 to $212,520. Unilever takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications, qualifications and education, and other business and organizational needs. Bonus: This position is bonus eligible. Long-Term Incentive (LTI): This position is LTI eligible. Benefits: Unilever employees are eligible to participate in our benefits plan. Should the employee choose to participate, they can choose from a range of benefits to include, but is not limited to, health insurance (including prescription drug, dental, and vision coverage), retirement savings benefits, life insurance and disability benefits, parental leave, sick leave, paid vacation and holidays, as well as access to numerous voluntary benefits. Any coverages for health insurance and retirement benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents. ------------------------------------ At Unilever, inclusion is at the heart of everything we do. We welcome applicants from all walks of life and are committed to creating an environment where everyone can thrive/succeed. All applicants will receive fair and respectful consideration, and we actively support the growth and development of every employee. Unilever is an Equal Opportunity Employer/Protected Veterans/Persons with Disabilities. For more information on your federal rights, please see Know Your Rights: Workplace Discrimination is Illegal Employment is subject to verification of pre-screening tests, which may include drug screening, background check, credit check and DMV check. If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at NA.Accommodations@unilever.com. Please note: This email is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. The Protected Veterans or Individuals with Disabilities AAP narratives are available for inspection by any employee or applicant for employment Monday through Friday during normal business hours at establishment. #LI-Remote
    $36k-65k yearly est. Auto-Apply 7d ago
  • Account Manager, Commercial Lines

    Polly Insurance Agency 3.5company rating

    Remote commercial lines assistant job

    At Polly, we've created the future of car insurance. Our innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents. This is all powered by our people. We are bold trailblazers who are passionate about doing amazing things - together. If this sounds like you, we'd love to hear from you! Job Overview We're hiring an Account Manager, Commercial Lines. As a member of the Polly Commercial Lines Team, you will be responsible for servicing assigned commercial insurance. What You'll Do: Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients Develop and maintain relationships with clients to ensure that all service needs are met Develop new business from existing accounts and contribute to meeting departmental production goals Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage Prepare client proposals based on client's needs, rates, and coverages Prepare all transactions for assigned accounts, i.e., applications, certificates of insurance, invoices, forms Maintain the accuracy of data in the agency management system May handle collections of premiums due Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives Other responsibilities as assigned by Manager What You've Done: Experience in commercial insurance Thorough knowledge of commercial lines coverages and markets Producers' license Experience with Microsoft Office products Excellent organizational, interpersonal, communication skills and ability to work in a team Work & Life, Balanced - We're Here for You: Medical, Dental and Vision benefits Health Savings Account with company match FSA, Dependent Care FSA and Commuter pre-tax benefit PTO allowance and holidays 401(k) plan with company match Employer paid Life Insurance Flexible working arrangements - remote, hybrid or on-site Paid Volunteer Hours Baby Cash and Paid Parental Leave Polly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law. About Polly Polly is the most trusted and complete digital insurance marketplace for automotive retailers and their valued customers. The company's innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents to complete the process. With an exclusive combination of partnerships among premier automotive retailers and data providers, an industry-best insurance carrier network, and access to Polly Insurance licensed agents, Polly is recognized for its place at the forefront of Insurtech. Polly Insurance is a licensed insurance agency, with licenses to operate in the lower 48 states. Salary $60,000-$65,000 plus commission
    $60k-65k yearly Auto-Apply 8d ago
  • Sr. ACS Bid Commercial Specialist

    GE Vernova

    Remote commercial lines assistant job

    The Senior Bid/Commercial Manager - AC Substation (ACS) Projects will be responsible for leading Pre sales and tendering process and providing high quality Grid Solutions projects proposals to our Customers in Canada and the United Sates. In this role, you will be responsible for the overall proposal generation, development and associated risk review process, per Grid Solutions Deal Risk Management process (Policy 5.0), with accountability for submitting proposals on time and per customer requirement and meeting quality, process compliance and business objectives. **Job Description** **Roles Responsibilities:** + Be responsible for the development of complete proposals of High Voltage Substations and Transmission systems, working in close cooperation with the Commercial Ops, sales, the execution team, sourcing, legal and other functions + Interface with internal and external customers, identify customer needs. + Ensure proper engagement with customer throughout the tendering phase, respond to customers clarifications timely. + Engage with other functions during tendering phase to develop scope, project plans, schedule and risk management. + Ensure the commercial and technical aspects of the proposal are complete and compliant with the Customer requirements, and present the most competitive solutions + Work closely with the Region Sales teams as a key partner in the strategy development to create winning proposals and meeting or exceeding the region's orders plan + Support Market Level Pricing Indicators, target pricing and Pricing Strategy + Support the AC Substation Product Line strategy in meeting segment orders operating plan, Sales, margin and hit rate + Complete risk assessment, submission, deal clarification/negotiation & hand-over to the execution team. + Be responsible for the execution of the Commercial Risk Review Process including deal reviews and approvals, in compliance with Grid Solutions Policy 5.0 + Work closely with Commercial Operations, Legal and Lead contract Terms & Conditions negotiations, - Ensure process adherence to all Government contracting requirements + Opportunities pipeline governance, ensure opportunities forecasts is accurately reflected in sales force system. + Support the proposal process improvement and proposal quality metrics + Drive the OTR turnover process to ensure proper control of contract flow-down requirements **Required Qualifications:** + Bachelor's degree in an Engineering (electrical or mechanical) discipline from an accredited university or college + 7 years of experience in commercial and project management or similar role + Knowledge of AC substations, Electrical Transmission and Distribution systems applied to Data Centers, Oil & Gas, renewables, industrial and utilities segments + Minimum 5 years of leadership experience **Desired Characteristics:** + Ability to influence and lead cross functional teams + Strong oral and written communication and presentation skills + Self-sufficiency and strong at proactive problem solving + Entrepreneurial change agent, driven by customer needs + Strong interpersonal and leadership skills \#LI-AP3 **Additional Information** GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position Application Deadline: January 30, 2026 For candidates applying to a U.S. based position, the pay range for this position is between $119,500.00 and $199,100.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. Bonus eligibility: discretionary annual bonus. This posting is expected to remain open for at least seven days after it was posted on December 18, 2025. Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off. GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
    $55k-101k yearly est. 20d ago
  • Chase Auto Commercial Banker - Virginia

    JPMC

    Remote commercial lines assistant job

    Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. Manage the profitability and performance of assigned portfolio. Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. Analyze and document the effectiveness of sales performance and results as related to KPMs. Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills Bachelor's degree 10+ years of experience in commercial banking or business banking. Strong knowledge and understanding of Deposits and Treasury products and solutions. Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. Knowledge of accounting principles and financial statement analysis Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources. Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills MBA Knowledge of consumer lending Formal credit training Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
    $54k-85k yearly est. Auto-Apply 14d ago
  • Commercial Loan Agent

    Richwood Bank 3.9company rating

    Commercial lines assistant job in Springfield, OH

    At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities! The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience. Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants. Essential Functions Enters basic loan application information to Lending Operating System. Collects Customer financial information and input into correct processing software Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities Processes and mail denied/withdrawn loan applications Processes Credit Card charges for loan fees Executes construction draw documentation and release funds on approval of lender May be required to complete construction draw inspections with detained inspection description from lender Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions. Communicates with insurance agents, realtors, homeowner's association representatives as needed Prints and review closing packages and review for closing Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate. Stacks Loan File Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers) Scans all documents and prepares files for loan administration processing Notarizes documents as needed Fills out and submits loan maintenance forms when loan addendums are needed Familiar with Tran Codes and Loan GL Accounts TMS/loan ticket creation Sends Wires Orders mortgage release documents if needed Reviews mortgage releases and sign off Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations Attends Loan & Loan Agent meetings and other committees Communicates potential top 100 customers to leadership based on financial review and new upcoming loans Helps to develop and educate newer staff members as needed Allow employees from other departments to shadow day to day activities as requested Skills and Abilities Able to multi-task when needed Project management Excellent customer service skills Mathematical skills In-depth knowledge of our bank products and services Work well under pressure and in a fast-paced environment Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion) Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can-do attitude towards your team and customers Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act Punctual Driven to succeed and open minded to learn more about new technology within our industry Education High School Diploma or GED required; college preferred 2 year's experience in banking preferred Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $52k-76k yearly est. 29d ago
  • Underwriter Analyst Assistant

    Solana Talent Group 4.5company rating

    Remote commercial lines assistant job

    Job DescriptionUnderwriter Analyst Assistant About our client Our client was founded in 2017 by veteran solar sales and finance professionals dedicated to helping customers get the most out of solar energy. They pride themselves on delivering their customers and inventors with the simplest and most affordable path to energy savings. About This Opportunity: Our client is seeking a detail-oriented and motivated Junior Underwriter to join the underwriting team. This role is ideal for someone with strong analytical skills, an eagerness to learn, and a desire to grow within renewable finance. This is a career-track role designed for someone who wants to develop into an Underwriter Analyst in the renewable energy finance industry. This is a fast-paced, cross-functional position perfect for someone who enjoys building relationships, solving problems, and making an impact. Responsibilities: Support underwriting of renewable energy project finance. Review and analyze project documentation (PPAs, EPC contracts, O&M agreements, interconnection agreements, insurance policies, etc.). Assist in due diligence efforts, coordinating with internal teams and external advisors Maintain organized data rooms and assist with compliance documentation. Collaborating with cross-functional teams Stay up to date on renewable energy industry trends, market conditions, and regulatory developments that impact underwriting assumptions. Key Competencies: Analytical Thinking - Ability to evaluate complex project documents. Attention to Detail - Precision in reviewing contracts, financial statements, and risk assessments. Communication - Strong written and verbal communication Problem Solving - Proactive approach to identifying risks and developing solutions. Time Management - Ability to manage multiple deals and deadlines in a fast-paced environment. Collaboration - Works effectively across teams and with external stakeholders. Adaptability - Thrives in a dynamic, entrepreneurial environment where priorities shift quickly. Qualifications: 1 year + of experience in underwriting or related fields. Exposure to renewable energy, infrastructure, or project finance is strongly preferred. A quiet work from home environment. Ability to synthesize technical, legal, and financial information. High personal integrity, accountability, and eagerness to learn. Compensation and Work Environment Full-time, W2 position Competitive base salary (based on experience) Bonus potential for top performers The position will be based in Utah however the role is remote. You will have to go into the office an average of one per quarter. Uncapped PTO High-growth potential for the right candidate Equal Employment Opportunity Statement All Solana Talent Group Clients are an equal employment opportunity (EEO) to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. We are a proud promoter of employment opportunities to our Military and Veterans. Powered by JazzHR INbCzhzDMg
    $36k-46k yearly est. 20d ago
  • Commercial Coating Specialist

    Martin Painting

    Commercial lines assistant job in Grove City, OH

    Job Description We are hiring a Commercial Coating Specialist to support interior and exterior coating projects for businesses, offices, manufacturing facilities, and more. Ideal candidates are detail-driven and comfortable working in fast-paced environments. Responsibilities: Apply a variety of commercial-grade paints and coatings. Work from ladders, lifts, and scaffolding when needed. Ensure surfaces meet the required finish level. Communicate with supervisors to ensure project timelines are met. Comply with all safety standards. Qualifications: Previous commercial painting or coating experience. Knowledge of coating systems and prep techniques. Ability to lift 50+ lbs and stand for extended periods. Team-oriented with a positive attitude.
    $43k-76k yearly est. 11d ago
  • Lead Commercial Valuations Specialist

    W.F. Young 3.5company rating

    Remote commercial lines assistant job

    About this role: Wells Fargo is seeking a Lead Commercial Valuations Specialist to join their team. The role involves reviewing valuation assignments of complex commercial properties throughout the U.S. to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers, working independently, and managing business relationships. The ideal candidate should excel at working independently, meeting production goals, and maintaining high-quality standards. In this role, you will: Review complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews, and/or post funding review. Interact, collaborate, and consult with service providers, commercial valuations peers, colleagues, and middle to senior level managers to resolve issues, achieve goals, and to clarify quality concerns or non-compliance identified during the review process. Work independently with minimal amount of supervision and lead commercial valuations projects or serve as a peer mentor. Meet production goals as well as service and high quality standards. Perform management function including the management of business relationships involving internal partners and outside professionals within the context of specific assignments. Integrate use of various appraisal related technologies throughout the appraisal review process. Required Qualifications: 5+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications:· Property-type expertise in the following; Lodging/Hospitality, Large Retail, Senior Housing, Golf Courses, and Low Income Housing Tax Credits. Experience both as a fee appraiser and financial institution (or similar) reviewer Excellent, clear and concise written and oral communication skills Advanced technical skills with appraisal related tools including Argus Enterprise, Microsoft Office, and Collateral 360 preferred Outstanding organization, analytical and problem-solving skills with high attention to detail and accuracy Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment Interact with integrity and a high level of professionalism with all levels of team members and management Professional Valuation designation Job Expectations: Applicant must have an active State Appraisal Certificate Access to reliable transportation and a valid, state issued driver's license Ability to work remote including reliable internet service 100% remote Location can be across the United States This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Posting End Date: 21 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $42k-60k yearly est. Auto-Apply 7d ago
  • Commercial Specialist

    Description Autozone

    Remote commercial lines assistant job

    As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations. You'll drive WOW! customer service, increase commercial sales, and ensure smooth order fulfillment and delivery. This role combines customer service, sales support, and logistics coordination, with opportunities to lead and grow within the department. What We Are Looking For Strong customer service and communication skills. Ability to manage multiple tasks in a fast-paced environment. Familiarity with billing, inventory, and delivery processes. Commitment to safety and compliance with company procedures. Valid driver's license and a clean driving record. You'll Go the Extra Mile If You Have Previous experience in commercial sales or automotive retail. Knowledge of AutoZone systems and procedures. Experience managing or supporting a team. Strong organizational and problem-solving skills. Exceptional Communication: Strong people skills and effective communication in both Spanish and English. Assist commercial customers with product selection and order management. Maintain accurate billing records and ensure on-time deliveries. Conduct account visits to build relationships and ensure service quality. Generate new business through outbound calls and in-person outreach. Follow cash handling procedures, including deposits and collections. Document and inspect all deliveries for accuracy and condition. Monitor and report on vehicle maintenance and safety. Manage battery consignment inventory and perform weekly stock checks. Handle returns and accident procedures according to company policy. Lead the commercial department in the absence of the Commercial Sales Manager. Promote a safe and compliant work environment for all team members.
    $41k-74k yearly est. Auto-Apply 8d ago
  • Chase Auto Commercial Banker - Virginia

    Jpmorgan Chase 4.8company rating

    Remote commercial lines assistant job

    Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. **Job responsibilities** + Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. + Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. + Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. + Manage the profitability and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. + Analyze and document the effectiveness of sales performance and results as related to KPMs. + Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. + Adhere to the firm's Code of Conduct and controls/compliance. **Required qualifications, capabilities and skills** + Bachelor's degree + 10+ years of experience in commercial banking or business banking. + Strong knowledge and understanding of Deposits and Treasury products and solutions. + Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. + Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. + Knowledge of accounting principles and financial statement analysis + Strategic thinker who supports the goals and direction of the firm + Ability to partner across lines of businesses and leverage internal resources. + Strong knowledge of regulatory and control framework **Preferred qualifications, capabilities and skills** + MBA + Knowledge of consumer lending + Formal credit training + Automotive industry **THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $54k-85k yearly est. 60d+ ago
  • Commercial Specialist

    Autozone, Inc. 4.4company rating

    Commercial lines assistant job in Columbus, OH

    **Responsibilities** + Assistcommercial customerswith product selection and order management. + Maintain accuratebilling recordsand ensureon-time deliveries. + Conductaccount visitsto build relationships and ensure service quality. + Generate new business throughoutbound callsandin-person outreach. + Followcash handling procedures, including deposits and collections. + Document and inspect all deliveries for accuracy and condition. + Monitor and report onvehicle maintenance and safety. + Managebattery consignment inventoryand perform weekly stock checks. + Handlereturns and accident proceduresaccording to company policy. + Lead the commercial department in the absence of the Commercial Sales Manager. + Promote asafe and compliant work environmentfor all team members. **Qualifications** **What We Are Looking For** + Strong customer service and communication skills. + Ability to manage multiple tasks in a fast-paced environment. + Familiarity with billing, inventory, and delivery processes. + Commitment to safety and compliance with company procedures. + Valid driver's license and a clean driving record. **You'll Go the Extra Mile If You Have** + Previous experience in commercial sales or automotive retail. + Knowledge of AutoZone systems and procedures. + Experience managing or supporting a team. + Strong organizational and problem-solving skills. + Exceptional Communication: Strong people skills and effective communication in both Spanish and English. **About Autozone** Since opening our first store in 1979, AutoZone has grown into a leading retailer and distributor of automotive parts and accessories across the Americas. Our customer-first mindset and commitment to Going the Extra Mile define who we are, for both our customers and AutoZoners. Working at AutoZone means being part of a team that values dedication, teamwork, and growth. Whether you're helping customers or building your career, we provide tools and support to help you succeed and drive your future. **Benefits at AutoZone** AutoZone offers thoughtful benefits programs with one-on-one benefits guidance designed to improve AutoZoners' physical, mental and financial well-being. **All AutoZoners (Full-Time and Part-Time):** + Competitive pay + Unrivaled company culture + Medical, dental and vision plans + Exclusive discounts and perks, including an AutoZone in-store discount + 401(k) with company match and Stock Purchase Plan + AutoZoners Living Well Program for free mental health support + Opportunities for career growth **Additional Benefits for Full-Time AutoZoners:** + Paid time off + Life, and short- and long-term disability insurance options + Health Savings and Flexible Spending Accounts with wellness rewards + Tuition reimbursement Minimum age requirements may apply. Eligibility and waiting period requirements may apply; benefits for AutoZoners in Puerto Rico, Hawaii, or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at Careers.AutoZone.com. We proudly support Veterans, Active-duty Service Members, Reservists, National Guard and Military Families. Your experience is highly valued, and we encourage you to apply to join our team. **Fair Chance:** An applicant's criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense, any documentation or information demonstrating the rehabilitation of the applicant, the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, the New York City Fair Chance Act, the Philadelphia Fair Chance Hiring Act, and the U.S. Virgin Islands Fair Chance for Employment Act. As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors. Philadelphia Fair Chance poster: https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf **Online Application:** An online application is required. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources. AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories. As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations. You'll drive WOW! customer service, increase commercial sales, and ensure smooth order fulfillment and delivery. This role combines customer service, sales support, and logistics coordination, with opportunities to lead and grow within the department. **Job Identification** 50661 **Job Schedule** Full time **Pay Basis** Hourly AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.
    $30k-36k yearly est. 19d ago
  • Underwriting Assistant

    Ledgebrook

    Remote commercial lines assistant job

    Does it ever feel like you're working with one hand tied behind your back? Tired of the struggles and inefficiencies associated with legacy systems and processes? Spending too much of your time and energy completing mundane tasks? Restricting any efforts to deepen your knowledge base, and deliver high-quality underwriting support and service excellence? At Ledgebrook, we believe a progressively expanding career in underwriting can be so much more. You bring passion and entrepreneurial spirit; we'll provide the platform and opportunity to unleash the very best of your talents and skills. Apply now to advance your underwriting knowledge and career at Ledgebrook. Ledgebrook is seeking experienced E&S Underwriting Assistant talent to join our growing team, whose mission is to build a profitable book of E&S business across expanding lines of business and coverages. Ledgebrook's vision is to deliver market-relevant solutions to our key wholesale trading partners in a more frictionless environment that places an emphasis on efficiencies and quality to meet or exceed our broker's overall needs in a risk-differentiated manner. If you possess an entrepreneurial passion with a proven track history of delivering high-quality underwriting support and seek an opportunity to break out of the traditional insurance company mold, we're looking for you! As a member of the Ledgebrook Underwriting Support team, you will regularly interact with Ledgebrook's underwriters and wholesale trading partners over the phone, virtually, or in-person to facilitate various transactions independently or with limited guidance. We are looking for candidates with a strong overall E&S support background across various lines of business, including a curiosity to gain a deeper knowledge of our business. We currently operate in a fully remote work environment, so we're more focused on your experience and cultural fit than where you physically sit! Here at Ledgebrook we are passionate about creating a team that is on a continuous learning journey and that shares our excitement about building a company from the ground up. Some of the characteristics we hold dear are: A passion to deliver a world-class customer service experience to both internal and external customer. Intellectual curiosity and desire to innovate processes/procedures versus being satisfied with the status quo. A desire to continue learning through on-the-job mentorship or formal educational/training opportunities. Agile prioritization skills coupled with a keen sense of urgency that seeks to balance getting it right versus getting it done right now. A strong drive and desire to win together as a high-performing team. A moral compass to “do the right thing, period”, we have zero tolerance for toxic behaviors. As a future Ledgebrook E&S Underwriting Assistant, your experience and qualifications should include: Prior general/technical E&S underwriting support experience across various lines of business and coverages. Experience in submission process management, including review for completeness to handle or facilitate account clearance and set-up. Understanding of basic underwriting data analysis to execute submission triage activities, i.e. review submission information in relation to underwriting appetite and guidelines to assist underwriting staff with eligibility determination and prioritization of opportunities. Ability to obtain required information from brokers, organizing/maintaining file documentation and facilitating transactions with other underwriting support resources. Strong organizational skills with the ability to balance multiple tasks/projects to focus on key priorities and deadline achievement. Understanding of company appetites and delegated underwriting authorities. Important - note is only for candidates applying from the U.S.: Please note: This position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. We are unable to offer visa sponsorship at this time. Competitive salary and meaningful equity ownership Ownership, autonomy, purpose Remote work, flexible hours Unlimited time off policy
    $34k-48k yearly est. 60d+ ago
  • Lead Commercial Valuations Specialist

    Wells Fargo Bank 4.6company rating

    Remote commercial lines assistant job

    About this role: Wells Fargo is seeking a Lead Commercial Valuations Specialist to join their team. The role involves reviewing valuation assignments of complex commercial properties throughout the U.S. to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers, working independently, and managing business relationships. The ideal candidate should excel at working independently, meeting production goals, and maintaining high-quality standards. In this role, you will: Review complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews, and/or post funding review. Interact, collaborate, and consult with service providers, commercial valuations peers, colleagues, and middle to senior level managers to resolve issues, achieve goals, and to clarify quality concerns or non-compliance identified during the review process. Work independently with minimal amount of supervision and lead commercial valuations projects or serve as a peer mentor. Meet production goals as well as service and high quality standards. Perform management function including the management of business relationships involving internal partners and outside professionals within the context of specific assignments. Integrate use of various appraisal related technologies throughout the appraisal review process. Required Qualifications: 5+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications:· Property-type expertise in the following; Lodging/Hospitality, Large Retail, Senior Housing, Golf Courses, and Low Income Housing Tax Credits. Experience both as a fee appraiser and financial institution (or similar) reviewer Excellent, clear and concise written and oral communication skills Advanced technical skills with appraisal related tools including Argus Enterprise, Microsoft Office, and Collateral 360 preferred Outstanding organization, analytical and problem-solving skills with high attention to detail and accuracy Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment Interact with integrity and a high level of professionalism with all levels of team members and management Professional Valuation designation Job Expectations: Applicant must have an active State Appraisal Certificate Access to reliable transportation and a valid, state issued driver's license Ability to work remote including reliable internet service 100% remote Location can be across the United States This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Posting End Date: 21 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-54k yearly est. 4d ago
  • Commercial Lines Broking Specialist, Transportation

    World Insurance Associates 4.0company rating

    Remote commercial lines assistant job

    World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Primary Responsibilities Collaborate with colleagues to facilitate the movement of business to partner carriers Run reports with specific parameters Review existing books of business for purpose of consolidation Regular discussion with partner carriers Responsible for independently managing assigned projects with partner carriers Distribute carrier quotes to servicers Regular follow ups/communication with servicers on bind status Negotiate coverage/premium on quotes with carriers Bind business including processing payments Tracking results of business movement Managing and meeting monthly production goals Qualifications Property & Casualty, Commercial Lines licensed at least 5 years Strong knowledge in commercial lines servicing experience including remarketing and new business placement. Expertise in Middle Market Accounts, Specialty P&C Market Segments including Surplus Lines Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within spreadsheets. Must be proficient in Excel, Word, and other MS Office products Applied/Epic or similar agency management software experience, preferred. Strong organizational skills, ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. Maintain effective relationships with co-workers, and trading partners. Ability to work in a team environment Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New Jersey.. The base salary for this position at the time of this posting may range from $75,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Compensation This is a remote position with a competitive benefits package. The base salary ranges from $75,000 to $80,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: **************************************. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-MA1
    $75k-80k yearly Auto-Apply 60d+ ago
  • Commercial Lines Account Manager (Remote)

    Patriot Growth Insurance Services and Partner Agencies 4.3company rating

    Remote commercial lines assistant job

    About Western Agency Inc, a Division of Patriot Growth Insurance Services: Western Agency is the largest independent property and casualty (P&C) insurance agency in the North Dakota and South Dakota region. Founded in 1976, Western has 10 offices offering insurance coverage and providing risk management strategies to trusted clients in the farm ranch, crop and agricultural sector, as well as the business communities including contractors, oil & gas, trucking, construction, habitational and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24 th largest broker in the U.S. as of December 2024. Position Overview: Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in commercial insurance and exceptional customer service skills, to join our team as a Commercial Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of accounts and ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you! Work location: This is a full-time, fully remote position. Professional Responsibilities: Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service Review current clients existing account activities while seeking available discounts and making impactful coverage recommendations Review and evaluate current coverage limits to ensure each client is properly insured Provide re-quote and remarket services to clients for insurance products as needed or requested by the client Provide sales support to our Sales Agents and help other members of your team as needed Build and maintain effective relationships with underwriters and client personnel Ensure all client documents are properly input into the agency database Stay current and commit to continued learning on all relevant matters in the insurance industry Qualifications and Requirements: A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required 2+ years of relevant work experience in the insurance industry Prior experience in Property & Casualty (P&C) Insurance An active P&C insurance license required Working knowledge of Applied Epic or other relevant agency management systems Proficient in use of Microsoft Outlook Suite tools, including Excel Excellent interpersonal and communication skills (bother oral and written) Strong organizational skills and works well in a collaborative environment Ability to self-manage workload and meet deadlines independently Authorized to work in the U.S. without sponsorship now and in the future About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Why join us: We offer you the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company Paid Short-Term Disability, Long-Term Disability and Group Term Life Company Paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401 (k) Compensation Range: $40,000 - $45,000 base salary to start, depending on the candidate s experience. A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes its hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at ****************** .
    $40k-45k yearly 60d+ ago
  • Commercial Banker

    Business First Bank 4.1company rating

    Commercial lines assistant job in Heath, OH

    Originates commercial loans, promotes commercial banking institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Solicits commercial loans and deposit relationships for the commercial banking institution. Informs prospective commercial loan clients of the institution's underwriting guidelines and applicable government regulations. * Takes loan applications, negotiates terms and closes loans on major projects and substantial loan requests. * Evaluates and negotiates potential customer loan requests and makes loan approval recommendations to management, including analyzing applicant's credit history, repayment capabilities, and collateral specifications. * Communicates complex approvals or denials to the borrower. * Markets the commercial banking institution's ancillary products and services to clients. * Manages the clients banking accounts for the life of the client's relationship. * Actively participates in the institution's community activities and maintains close contact with local business owners, potential high net worth clients and prospects. * Commercial and industrial lending experience a plus. Job Requirements * Bachelor's degree in business, finance or related field. * 10+ years of experience in a commercial banking setting. * Knowledge of commercial lending policies and procedures including state and federal regulations. * Strong sales, organizational and interpersonal communication skills. * Excellent oral and written communication skills in order to effectively communicate with customers about the commercial banking programs and policies. * Strong financial and analytical skills. Equal Opportunity Employer/Veterans/Disabled
    $42k-64k yearly est. 12d ago

Learn more about commercial lines assistant jobs

Browse office and administrative jobs