COMMERCIAL LINES ASSOCIATE

United Insurance•Presque Isle, ME

2h•$35,000 - $45,000

About The Position

The Commercial Lines Associate supports Commercial Lines Account Managers by delivering excellent customer service, processing transactions according to agency workflows, handling cancellation and reinstatement reports, and building strong relationships with colleagues, carriers, clients, and the community. The role includes responding to routine client and carrier requests, escalating matters to Account Managers when necessary, and assisting with documentation and sales preparation. The Associate is expected to develop expertise in the EPIC agency management system and insurance coverages, complete United Insurance’s onboarding and training program, and obtain a Property and Casualty State of Maine Insurance License within 90 days of employment. The position requires a high school diploma or equivalent. Related experience is preferred but not required. Candidates should be organized, self-motivated, able to multitask and manage time, proficient in Microsoft Office, and have strong communication and customer relationship skills. The role involves regular talking and listening, frequent hand use, occasional standing, walking, sitting, and reaching, and occasionally lifting or moving up to 25 pounds. The work environment’s noise level is usually low to moderate. Compensation is $35,000–$45,000 annually, plus commission on new business. United Insurance offers medical, dental, and vision coverage, a 401(k) with match, paid time off, potential profit sharing, and additional benefits. The anticipated starting salary depends on factors including experience, skills, education, certifications, location, and internal equity.

Requirements

High school diploma or equivalent.
Obtain state Property and Casualty licensing within 90 days of employment.
Ability to multitask, stay organized, and manage time effectively.
Self-motivated.
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
Excellent oral and written communication skills.
Excellent customer relationship skills.
Positive, friendly, and professional attitude.

Nice To Haves

Prior experience in a related field is preferred but not required.

Responsibilities

Establish and maintain positive, team-oriented relationships with colleagues.
Follow company policies and procedures for workflow and documentation.
Respond to daily telephone calls and requests for ID cards, cancellations, payments, and reinstatements.
Review and process mail and check and distribute incoming faxes as needed.
Escalate requests to Account Managers when necessary and respond to client or carrier needs as directed by Account Managers.
Process transactions such as policy retrievals, renewals, endorsements, policy changes, and loss run requests according to agency workflows.
Assist Account Managers with documenting client and carrier interactions by attaching files to EPIC and updating activities and notes.
Assist Account Managers with sales efforts by preparing summaries and proposals.
Contribute to workflow documentation improvements and process improvement.
Develop expertise in the EPIC agency management system.
Communicate quotes to Account Managers, including costs, consequences, and obligations.
Provide excellent service to customers, carriers, and team members.
Obtain a Property and Casualty State of Maine Insurance License within 90 days of employment.
Complete United Insurance’s onboarding and training program/checklist with trainer sign-off.
Meet or exceed expectations for job responsibilities and perform other duties as assigned.