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
- At Panorama Insurance Associates, we are a network built to empower independent agents. It was founded in 1960, and is headquartered in San Carlos, California, USA, with a workforce of 51-200 employees. Its website is http://www.piainc.com/.