Assistant for Insurance CSR

Job Overview We are seeking a detail-oriented and organized Insurance CSR Assistant to support our commercial insurance team. The ideal candidate will assist with new business submissions for quoting, certificate issuance, and other administrative tasks related to commercial insurance accounts, particularly for real estate businesses and contractors.

The successful candidate must have hands-on experience using Applied Epic and be comfortable managing insurance documentation, maintaining accurate client records, and coordinating with insurance carriers and internal team members.

Duties and Responsibilities

• Assist with preparing and processing new commercial insurance submissions for quoting.
• Review and organize client information and insurance documents to ensure submissions are complete and accurate.
• Request and follow up on insurance quotes from carriers.
• Prepare, process, and issue Certificates of Insurance (COIs) as requested.
• Support commercial insurance accounts involving real estate businesses and contractors.
• Maintain accurate client information, policy details, and documentation in Applied Epic.
• Follow up on pending submissions, quotes, and certificate requests.
• Communicate professionally with clients, insurance carriers, and team members regarding documentation and service requests.
• Provide general administrative and customer service support to the insurance team.
• Ensure all tasks are completed accurately and within established deadlines.

Qualifications And Requirements

• Previous experience in commercial insurance or insurance agency support is preferred.
• Proficiency in Applied Epic is required.
• Familiarity with commercial insurance submissions, quoting, and Certificates of Insurance (COIs).
• Knowledge of insurance requirements for real estate businesses and contractors is an advantage.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks, prioritize deadlines, and work independently.
• Reliable, proactive, and willing to learn agency procedures.

Work Schedule

• Days: Monday to Friday
• Hours: 9:00 AM – 6:00 PM Eastern Standard Time (EST)
• Must be available to work during the required US business hours.