Commercial Insurance Specialist

Company: Petra Risk Solutions
Location: Orange
Posted on: May 19, 2025

Job Description:

JOB SUMMARY We are an established and growing Commercial Insurance Brokerage looking for a Commercial Insurance Specialist to support our sales producers and marketing team on behalf of insured clients. We are seeking an organized, motivated professional to join our team. This position is responsible to provide prompt, accurate and reliable assistance in a team environment. An employee hired for this position will have an opportunity to grow and develop their knowledge, skills and abilities, through a combination of educational programs and on-the-job training. DUTIES AND RESPONSIBILITIES Review applications and policy documents for accuracy. Document discrepancies and request corrections. Request property valuation reports. Obtain information for underwriting risks. Create & update spreadsheets, using Excel. Prepare account submissions, which includes completing applications, forms and other information needed to bind coverage. Assist in preparing proposals and associated materials for Sales presentations. Obtain binding conditions/subjectivities from clients. Delegate specified tasks and assignments to support staff, where appropriate. Process invoices. Maintain a suspense system for follow up. Maintain electronic files in an orderly, up-to-date manner. Service accounts in a manner to eliminate E&O exposures. Maintain regular, pro-active communication with service team members. Assume other job responsibilities as assigned. EDUCATION, EXPERIENCE, KNOWLEDGE Bachelor's degree (BS/BA) is preferred, or equivalent combination of education and insurance experience. Commercial insurance experience is preferred. Property and Casualty Insurance License is required. QUALIFICATIONS Effective oral and written communication skills. Pleasant personality with professional demeanor. Familiarity with commercial insurance coverages, to read, analyze and interpret insurance policies, documents and regulations. Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages. Problem solving skills. Ability to prioritize workflow for efficient, timely, and accurate results. Stay informed regarding industry information, product developments, legislation, and technology to continuously improve knowledge and performance. Proficient use of software/hardware, including: Windows, Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied Systems TAM, PDF software programs, General office equipment Type 45-50 wpm Professional work ethic Employment Type: Full Time Years Experience: 1 - 3 years Salary: $65,000 - $80,000 Annual Bonus/Commission: No

Keywords: Petra Risk Solutions, Lake Forest , Commercial Insurance Specialist, Other , Orange, California