[Hiring] Insurance Associate @Robertson Ryan & Associates

Role Description

As a Commercial Lines Account Associate, you will support the service team by assisting with policy processing, endorsements, renewals, certificates of insurance, and other day-to-day account servicing functions. This role works closely with the Senior Account Manager, insurance carriers, and clients to help ensure accurate and timely policy administration while delivering exceptional customer service. This position will provide dedicated support to our Towing and Trucking team, offering a unique opportunity to develop specialized knowledge within this dynamic and growing industry.

This position can be fully remote for qualified candidates.

This is an excellent opportunity for an individual with insurance experience who is eager to learn, develop their technical knowledge, and grow within a highly respected independent insurance agency. The ideal candidate will have a positive attitude, strong attention to detail, excellent problem-solving skills, and a willingness to ask questions and continuously learn. This role is perfect for someone who can catch on quickly and work in a fast-paced environment while staying organized.

Responsibilities

• Review and process policy endorsements accurately and efficiently.
• Prepare, issue, and manage Certificates of Insurance (COIs).
• Order, review, and document Motor Vehicle Reports (MVRs) as needed.
• Assist with commercial policy renewals and renewal preparation.
• Maintain accurate policy and client information within the agency management system.
• Work closely with the Senior Account Manager and carriers to resolve policy-related issues.
• Communicate with clients regarding policy changes, documentation, and service requests.
• Ensure all required documentation is uploaded and maintained in accordance with agency standards and carrier requirements.
• Develop and maintain productive working relationships with carrier partners and underwriters.
• Assist with policy servicing activities and follow-up tasks to ensure timely completion.
• Support special projects and additional administrative duties as assigned.

Qualifications

• Minimum of 2+ years of insurance industry experience preferred.
• Applied EPIC agency management system experience required.
• Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
• Demonstrate excellent oral and written communication skills.
• Excellent organizational skills and strong problem-solving skills.
• Ability to prioritize and handle multiple tasks independently.
• Strong attention to detail and commitment to accuracy.
• Demonstrated critical thinking skills and ability to work through complex situations effectively.
• Positive attitude, team-oriented mindset, and willingness to learn and ask questions.
• Exceptional customer service experience and skills.
• Familiarity and experience working with carriers including Western National and Fremont.
• Previous work from home experience preferred.

EEO/AA Statement

Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies

Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.