Commercial Lines Producer Assistant (Bilingual in Chinese)
About The Position
TransGlobal is seeking a detail-oriented and motivated Commercial Lines Producer Assistant to support its Commercial New Business Team. The role focuses on processing, quoting support, underwriting coordination, binding procedures, and administrative support for Sales Producers. It is intended for someone who prefers operational support and insurance processing over direct sales. The position contributes to managing new business submissions efficiently and accurately and offers potential career growth into Account Management or Sales Producer roles. TransGlobal has over 30 years of experience and describes itself as the largest Asian-focused, all-in-one financial services platform in the U.S. It provides services including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management through more than 30 branches across 14 states and over 5,000 professional independent agents. Its mission is to deliver trustworthy, customer-centric financial solutions in customers’ languages and aligned with their goals.
Requirements
- Preferred minimum of 1 year of experience in commercial insurance support or processing.
- Preferred active Property & Casualty (P&C) Insurance License.
- Strong attention to detail and accuracy.
- Ability to manage multiple tasks in a fast-paced environment.
- Strong organizational and follow-up skills.
- Professional written and verbal communication skills.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Ability to learn carrier guidelines, underwriting requirements, and agency procedures quickly.
Nice To Haves
- Bilingual in Chinese and English, spoken and written.
- Highly organized and process-oriented.
- Ability to work independently and efficiently.
- Team player with a strong sense of responsibility.
- Eager to learn and grow within the commercial insurance industry.
Responsibilities
- Support Commercial Lines Sales Producers with new business processing and submission management.
- Prepare and process insurance applications, supplemental forms, and required documentation.
- Assist with quote preparation and market submissions to insurance carriers.
- Follow up on underwriting requirements, missing information, and pending items.
- Review quotes, policy documents, and carrier requirements for accuracy.
- Process binding requests and issue binders according to carrier guidelines.
- Coordinate policy issuance and ensure required documents are completed.
- Assist with endorsements, policy changes, and renewal preparation as needed.
- Maintain accurate records and update agency management systems.
- Prepare invoices and assist with payment processing procedures.
- Track outstanding items, binding deadlines, and underwriting follow-ups.
- Coordinate with insurance carriers, underwriters, and internal departments regarding policy processing.
- Maintain organized electronic files and documentation.
Benefits
- Opportunity to build a long-term career in commercial insurance.
- Professional and growth-oriented work environment.
- Exposure to a wide variety of commercial insurance industries and products.
- Supportive team culture with advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
