Commercial Lines Producer Assistant (Bilingual in Chinese)
About The Position
TransGlobal is seeking a detail-oriented, motivated Commercial Lines Producer Assistant to support its Commercial New Business Team. The role focuses on insurance processing, quoting support, underwriting coordination, binding procedures, and administrative assistance for Sales Producers. It is intended for someone who prefers operational support and insurance processing over direct sales. The position supports efficient and accurate management of new business submissions and offers potential future growth into Account Management or Sales Producer roles. The assistant supports producers with new business submissions, prepares applications and supporting documents, helps prepare quotes and carrier submissions, follows up on underwriting requirements, reviews quotes and policy documents, and processes binding requests. The role also supports policy issuance, endorsements, policy changes, renewals, billing procedures, recordkeeping, and coordination with carriers, underwriters, and internal departments. TransGlobal describes itself as an Asian-focused financial services platform with more than 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.
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.
- Bilingual Chinese and English skills, spoken and written, are preferred.
Nice To Haves
- Bilingual Chinese and English skills, spoken and written.
- At least 1 year of commercial insurance support or processing experience.
- An active Property & Casualty (P&C) Insurance License.
- Highly organized and process-oriented approach.
- Ability to work independently and efficiently.
- Team-oriented approach and 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 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 policy processing with insurance carriers, underwriters, and internal departments.
- Maintain organized electronic files and documentation.
Benefits
- Professional and growth-oriented work environment.
- Exposure to a wide variety of commercial insurance industries and products.
- Supportive team culture with advancement opportunities.
- Opportunity to build a long-term career in commercial insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
