Commercial Lines Producer Assistant (Bilingual in Chinese)

TransGlobal • Monrovia, CA

9d • $19 - $28

About The Position

The Commercial Lines Producer Assistant supports the Commercial New Business Team, primarily through processing, quoting support, underwriting coordination, binding procedures, and administrative assistance for Sales Producers. The role is focused on operational support and insurance processing rather than direct sales, helping Producers manage new business submissions efficiently and accurately. It offers an opportunity to build a long-term career in commercial insurance, with potential growth into Account Management or Sales Producer roles.

The assistant prepares and processes applications and related documentation, supports quote preparation and carrier submissions, follows up on underwriting requirements, reviews quotes and policy documents, processes binding requests, coordinates policy issuance, assists with endorsements and renewals, and maintains records and agency management systems. The role also includes invoice and payment-processing support, tracking deadlines and outstanding items, and coordinating with carriers, underwriters, and internal departments.

TransGlobal describes itself as an Asian-focused financial services platform with over 30 years of experience, a network of 30+ branches across 14 states, and over 5,000 professional independent agents. Its services include life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management. 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.
• Preferred active Property & Casualty (P&C) Insurance License.
• Bilingual in Chinese and English preferred, spoken and written.
• 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.
• Proficient 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.
• Bilingual Chinese and English communication skills, spoken and written.
• Highly organized and process-oriented.
• Ability to work independently and efficiently.
• Team player with a strong sense of responsibility.
• Eagerness 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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed