Commercial Lines Assistant

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, committed to innovation and technology. The Commercial Lines Assistant plays a crucial role in supporting client service by ensuring efficient processing, accurate documentation, and administrative support to the Account Management team.

Responsibilities

• Efficiently process insurance certification requests and ID cards
• Confidently and independently prepare and distribute renewals, endorsements, cancellation notices, audit letters, LPRs, and other client communications
• Send renewal questionnaires to clients on behalf of the Account Manager
• Process First Report of Claims and submit them to carriers promptly
• Retrieve documents from carrier websites to support Account Managers
• Enter client information and upload relevant attachments into the appropriate systems
• Accurately document all activities, notes, and transactions in the agency management system
• Respond to client inquiries, including billing and claims questions, as directed by the Account Manager
• Verify the accuracy of all submissions by reviewing headings, carrier information, renewal dates, and premiums prior to final processing
• Represent Panorama in a positive, ethical, and professional manner in all interactions—by phone, virtually, in writing, and in person
• Multi‑task effectively in a fast‑paced, evolving environment while balancing collaboration with independent work
• Demonstrate curiosity, resourcefulness, initiative, and a proactive mindset
• Support departmental needs as required; responsibilities may be modified or expanded at any time with or without notice

Skills

• High school diploma or equivalent required
• Proficiency in Microsoft Office Suite
• Ability to obtain a state insurance license within one year of hire

Benefits

• Medical: Offering an HSA, PPO, EPODental: PPO plans with an option for no employee premium cost
• Vision: PPO plan with no employee cost
• FSA/HSA accounts: Medical and Dependent Care FSA. Panorama contributes $1000 annually to qualified HSA accounts
• Commuter Benefits: Up to $600 per month contribution
• Long-Term & Short-Term Disability: At no cost to the employee
• Life and AD&D: At no cost to the employee. Voluntary Life is also available
• Supplemental Plans: Offering a Critical illness and Hospital Indemnity plan
• Identity Theft: Provided at no cost for employee coverage
• EAP: No cost to anyone in the household
• 401k: With a match of 100% up to 5% of your earnings
• Paid Time Off: Generous PTO accrual, starting at 15 days per year
• Paid Holidays: 12 paid holidays per year
• Flexibility: Remote, hybrid and in-office options
• Professional Development, licensing/accreditation, and growth plans

Company Overview