Commercial Lines Support

HigginbothamRidgeland, MS

About The Position

The Commercial Lines Support Representative provides direct administrative and operational support to the affinity program team, reporting to the Program Director. This is a detail-oriented, execution-focused role responsible for keeping program documents organized, agency systems updated, schedules running, and routine workflows moving. The Commercial Lines Support Representative works closely with the Program Director, Account Managers, Client Service Associates, and producers to ensure the team has what it needs to serve program members well.

Requirements

  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
  • High school diploma or equivalent required
  • 1+ years of administrative, operations, or technical support experience required
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

  • Associate’s or Bachelor’s degree preferred
  • insurance industry experience a plus
  • Experience with DocuSign or similar e-signature platforms (preferred)
  • Applied Epic experience preferred; knowledge of a similar Account Management System (AMS) acceptable
  • Familiarity with DocuSign or similar e-signature tools preferred
  • Willingness to obtain a P&C license preferred

Responsibilities

  • Prepares, formats, and proofreads documents, reports, correspondence, presentations, and member-facing materials (including welcome packets and renewal notices) on behalf of the program team
  • Handles incoming communications — routing inquiries, taking messages, and drafting responses
  • Enters and maintains accurate records in the agency management system (Applied Epic or similar); maintains organized electronic filing for program records, policy documents, and client files
  • Pulls standard reports and compiles information from agency systems to support internal program reviews and team preparation
  • Assists with certificate of insurance (COI) tracking — maintaining logs of certificate holders, expirations, and pending requests
  • Supports the Account Management team with routine processing tasks: application routing, DocuSign workflows, and flagging outstanding items for follow-up

Benefits

  • medical, dental, vision, prescription drug coverage
  • 401K
  • equity incentive plan
  • multiple supplemental benefits for physical, emotional, and financial wellbeing
  • Employee Wellness Program
  • Company paid holidays, plus PTO
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