Commercial Assistant (Emerging Professional) jobs in United States
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The Partners Group · 19 hours ago

Commercial Assistant (Emerging Professional)

The Partners Group is a purpose-driven company committed to making a difference in the community. They are seeking an emerging professional to join their Commercial Lines team as a Commercial Assistant, where the individual will support Producers and Account Managers in delivering exceptional service to commercial clients.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLegalProperty Insurance
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Work & Life Balance
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Responsibilities

Support Producers and Account Managers with day-to-day servicing of commercial insurance accounts
Process endorsements, policy documents, invoicing, certificates of insurance, and Auto ID cards accurately and on time
Monitor renewals and expirations through carrier portals and notify the appropriate team members
Maintain paperless client files and update information in the Agency Management System (AMS360)
Respond to client and carrier inquiries, routing questions as needed and following up to resolution
Assist with administrative tasks such as mail processing, loss run requests, and special projects

Qualification

Commercial insurance knowledgeAgency Management System (AMS)Microsoft Office proficiencyCustomer service experienceCuriosityCommunication skillsAttention to detailOrganizational skillsTeam collaborationInitiative

Required

High school diploma or equivalent (bachelor's degree preferred)
At least 1 year of experience in an administrative, customer service, insurance, or professional office environment
Strong written and verbal communication skills with a customer-focused mindset
Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to learn new systems quickly
Excellent attention to detail, organization, and ability to manage multiple priorities
Ability to work collaboratively, follow established workflows, and meet deadlines

Preferred

Bachelor's degree in a business-related or insurance-adjacent field
Prior exposure to commercial insurance, agency operations, or client service roles
Experience working with an Agency Management System (AMS) or CRM
Active Property & Casualty insurance license (or willingness to obtain one within 90 first days)
Curiosity, initiative, and a genuine interest in building a long-term career in insurance

Benefits

Generous Paid Time Off
Medical and Dental Insurance
Life and Disability Insurance
A Retirement plan
Employee ownership opportunities
8 hours paid volunteer time per quarter
Charitable contributions matched by TPG
An All-company holiday volunteer day

Company

The Partners Group

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The Partners Group is an employee benefits consulting firm based in Oregon.

Funding

Current Stage
Growth Stage

Leadership Team

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Roderick Cruickshank
Executive Chairman
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Company data provided by crunchbase