Commercial Insurance Sales Support Specialist
About The Position
Our client is an independent commercial insurance agency offering a broad range of commercial insurance solutions to businesses across various industries. Known for a collaborative, client-focused culture, they provide a supportive remote work environment where team members are empowered to make meaningful contributions. They are seeking a Commercial Insurance Sales Support Specialist to play a vital role in supporting the commercial sales team. This position is central to ensuring smooth renewal processes, accurate documentation, and an exceptional client experience — making it a key driver of the agency's growth and service quality.
Requirements
- 3+ years of experience in an independent commercial insurance agency.
- Experience supporting Commercial Lines accounts.
- Organized and detail-oriented with strong documentation skills.
- Communicates professionally and confidently with clients.
- Proactive and able to work independently in a remote environment.
- Enthusiastic about improving processes and contributing new ideas.
- Ability to clearly document account activity and client interactions.
- Comfortable managing multiple priorities simultaneously.
- Thrives in a collaborative small-team environment.
- Experience with Commercial Lines renewals and quoting workflows.
- Experience with E&S business and working with Wholesalers.
- Familiarity with carriers including Chubb, Hartford, Travelers, and Liberty Mutual.
- Familiarity with agency management systems and CRMs, including: QQ Catalyst AgencyZoom
- Proficiency with Microsoft 365 tools, including: MS Outlook MS Teams SharePoint Microsoft Bookings
Responsibilities
- Schedule pre-renewal meetings and facilitate policy reviews with clients and team members.
- Consult on policy changes, prepare quotes and estimates on new business, and re-market to carriers.
- Support presentations and assist with binding coverages.
- Assist the commercial team with client follow-ups and renewal communications.
- Contact insureds to request information and documentation needed for quotes and renewals.
- Maintain detailed and accurate notes within the agency management system and CRM.
- Keep sales and renewal pipelines updated with clear descriptions and activity tracking.
- Support the team with policy review preparation, applications, proposals, and presentations.
- Assist with ACORD applications and gathering underwriting information.
- Coordinate internally with service and commercial team members.
- Help monitor tasks, follow-ups, and renewal timelines.
- Support operational and administrative commercial insurance processes.
- Identify opportunities to improve workflows, organization, and client experience.
- Assist with scheduling meetings and managing client communications.
- Help maintain documentation standards and internal process consistency.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
