Job Description
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