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Commercial lines assistant skills for your resume and career

Updated January 8, 2025

4 min read

Below we've compiled a list of the most critical commercial lines assistant skills. We ranked the top skills for commercial lines assistants based on the percentage of resumes they appeared on. For example, 8.0% of commercial lines assistant resumes contained data entry as a skill. Continue reading to find out what skills a commercial lines assistant needs to be successful in the workplace.

15 commercial lines assistant skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how commercial lines assistants use data entry:

Checked policies for accuracy and mailed/emailed to clients, data entry and filing.
Implemented a new quality assurance process for data entry into CRM database 3.

2. PowerPoint

Here's how commercial lines assistants use powerpoint:

Update and distribute monthly sales PowerPoint presentation.

3. Insurance Policies

Here's how commercial lines assistants use insurance policies:

Honed customer service skills while being responsible for servicing of commercial insurance policies, including manual rating of professional liability policies.
Evaluated and processed commercial property/casualty and professional liability insurance policies through an electronic database.

4. Loss Runs

A document that documents the history of claims made against a commercial insurance policy is called a loss run. It is comparable to a credit report and it includes information involving the date of the claim, a description of the event and the amount paid. Normally, a loss run will record five years of claim history.

Here's how commercial lines assistants use loss runs:

Front desk-phones, emails, faxes-Process email, phone requests for certificates of insurance-Endorsements-Review policies-Loss runs-Verification of coverage
Procured loss runs for clients from different insurance companies and created a loss summary for client.

5. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how commercial lines assistants use real estate:

Provide assistance to Team Leader and Senior Lenders with ordering and closing of all commercial credits including Real Estate, Agriculture.
Prepare legal documentation required by attorneys for the foreclosure process and efficiently monitored property taxes on over 300 real estate loans.

6. Treasury

Here's how commercial lines assistants use treasury:

Lead initiatives on Treasury Management product cost studies and on revenue attrition/depletion analysis.
Manage commercial loan portfolio and associated treasury accounts for 30 relationships in the thoroughbred industry.

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7. Quality Customer Service

Here's how commercial lines assistants use quality customer service:

Handled miscellaneous consumer requests/issues in an accurate and timely manner; delivering quality customer service.
Directed and delivered quality customer service.

8. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how commercial lines assistants use financial statements:

Selected as a trustworthy applicant capable of handling business loan documents and business and personal financial statements.
Obtained and processed loan documents, including ordering of appraisals, title policies, and customer financial statements.

9. SBA

Small Business Administration or SBA refers to a government agency that offers assistance to small businesses. They work with individuals starting or growing their businesses. The agency has a website that contains various tools such as training programs and business plans to help small businesses.

Here's how commercial lines assistants use sba:

Transferred to the Small Business Administration (SBA) Department within the bank in 2007 and became an SBA Underwriter Assistant.
Initiated and supervised a high school internship for assistance in compiling files for submission to the SBA.

10. Loan Payments

Here's how commercial lines assistants use loan payments:

Monitor and Collect loan payments with a track record of minimal past dues.
Processed loan payments, advance requests, wires and transfers.

11. Bank Secrecy Act

Here's how commercial lines assistants use bank secrecy act:

Stay current with federal Bank Secrecy Act regulation and assist with passing information to bankemployees.
Full compliance with Bank Secrecy Act (BSA) and financial industry regulations and all local and federal applicable legislation.

12. Commercial Banking

Here's how commercial lines assistants use commercial banking:

Assisted commercial banking clients with loans and other financial needs.
Retained and deepened existing commercial banking relationships while simultaneously expanding the portfolio by calling on targeted prospects.

13. Loan Packages

Here's how commercial lines assistants use loan packages:

Process advances, payments and put together loan packages for Construction, Commercial and Consumer Loans.
Prepared loan packages; closed and funded the loans; filed required paperwork after closing.

14. Motor Vehicle

A motor vehicle is a mode of transportation such as a car, truck or bus.

Here's how commercial lines assistants use motor vehicle:

Pull motor vehicle records and check driving eligibility requirements.
Assisted in compiling data for underwriting worksheets, including requests for credit reports, motor vehicle reports and investigation results.

15. Customer Inquiries

Here's how commercial lines assistants use customer inquiries:

Handle customer inquiries, provide necessary information and interface with the customer in partnership with the Account Manager.
Resolved customer inquiries, complaints and service requests.

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What skills help Commercial Lines Assistants find jobs?

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List of commercial lines assistant skills to add to your resume

The most important skills for a commercial lines assistant resume and required skills for a commercial lines assistant to have include:

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
Customer Inquiries
Loan Applications
Insurance Carriers

Expense Reports
Commercial Loans
Bank Products
Credit Reports
Title Insurance
Account Maintenance
Reinstatements
UCC
Financial Data
Business Policies
Loan Closings
Loan Advances
Tax Returns
Customer Issues
Process Endorsements
Policy Changes
Travel Arrangements

Commitment Letters
Purchase Orders
Wire Transfers
General Liability
Laserpro
Insurance Certificates
Market Research
Computer System
Process Payments
Commercial Property
CSR
Sales Reports
Flood Certifications
TAM
Construction Loans

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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