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 designed for someone who prefers operational support and insurance processing rather than direct sales, and offers an opportunity to build a long-term career in commercial insurance, with potential growth into Account Management or Sales Producer roles. The assistant supports new business submissions, prepares applications and documentation, helps with quoting and carrier submissions, follows up on underwriting requirements, and reviews quotes and policy documents for accuracy. The role also processes binding requests, coordinates policy issuance, assists with policy changes and renewals, supports billing and payment procedures, and maintains accurate records and organized electronic files. 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. Its services include life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management. The company operates through more than 30 branches across 14 states and has over 5,000 professional independent agents. Its mission is to provide 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.
- 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
- Active Property & Casualty (P&C) Insurance License preferred.
- Bilingual in Chinese and English, spoken and written, preferred.
- 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 quoting 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 all 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
