Commercial Lines Assistant

Panorama Insurance Associates•Roseville, CA

7d•Hybrid

About The Position

Panorama Insurance Associates continues to grow rapidly as an innovative organization committed to creating opportunities for both employees and affiliates. The Commercial Lines Assistant plays an essential role in supporting the delivery of exceptional client service by ensuring efficient processing, accurate documentation, and reliable administrative support to the Account Management team. This position enhances overall service quality by managing core service tasks, assisting with client communication, and maintaining organized, high‑quality records—all while upholding Panorama’s values and dedication to covering our clients from every angle.

Requirements

High school diploma or equivalent required.
Proficiency in Microsoft Office Suite.
Ability to obtain a state insurance license within one year of hire.

Responsibilities

Efficiently process insurance certification requests and ID cards.
Confidently and independently prepare and distribute renewals, endorsements, cancellation notices, audit letters, LPRs, and other client communications.
Send renewal questionnaires to clients on behalf of the Account Manager.
Process First Report of Claims and submit them to carriers promptly.
Retrieve documents from carrier websites to support Account Managers
Enter client information and upload relevant attachments into the appropriate systems..
Accurately document all activities, notes, and transactions in the agency management system.
Respond to client inquiries, including billing and claims questions, as directed by the Account Manager.
Verify the accuracy of all submissions by reviewing headings, carrier information, renewal dates, and premiums prior to final processing.
Represent Panorama in a positive, ethical, and professional manner in all interactions—by phone, virtually, in writing, and in person.
Multi‑task effectively in a fast‑paced, evolving environment while balancing collaboration with independent work.
Demonstrate curiosity, resourcefulness, initiative, and a proactive mindset.
Support departmental needs as required; responsibilities may be modified or expanded at any time with or without notice.

Benefits

Medical: Offering an HSA, PPO, EPO
Dental: PPO plans with an option for no employee premium cost
Vision: PPO plan with no employee cost
FSA/HSA accounts: Medical and Dependent Care FSA. Panorama contributes $1000 annually to qualified HSA accounts
Commuter Benefits: Up to $600 per month contribution
Long-Term & Short-Term Disability: At no cost to the employee
Life and AD&D: At no cost to the employee. Voluntary Life is also available
Supplemental Plans: Offering a Critical illness and Hospital Indemnity plan
Identity Theft: Provided at no cost for employee coverage
EAP: No cost to anyone in the household
401k: With a match of 100% up to 5% of your earnings
Paid Time Off: Generous PTO accrual, starting at 15 days per year
Paid Holidays: 12 paid holidays per year
Flexibility: Remote, hybrid and in-office options
Professional Development, licensing/accreditation, and growth plans