Commercial Lines Technical Assistant



Harrison, NY, USA
Posted on Friday, March 24, 2023

Job Description

Keevily Spero Whitelaw, an Acrisure Agency Partner is seeking candidates for the following role which can be remote or hybrid, based in Harrison, NY:

Commercial Lines Technical Assistant

Job Summary:

Issuing certificates of insurance and supporting Commercial Lines Account Executives with the day to day servicing of accounts.


  • Issuing certificates of insurance after reviewing requirements and the policies for key endorsements to be reflected in the description of operations

  • Upon review, alerting the account manager if requirements need further review due to insufficient limits or endorsements within the policy

  • Alerting insured to notices of cancellation and following up for payments/reinstatements

  • Assisting account managers and/or insured with billing questions

  • Assisting account managers with processing of endorsements, audits, and policies

  • Requesting simple endorsements that do not require an account manager’s review (i.e. Loss payee, additional insured, address changes, etc.) and following up for these endorsements if not received in 30 days

  • Following up for endorsements requested by the account manager

  • Mailing out endorsements and policies, including creation of binders

  • Ordering loss runs and following up for loss runs upon the request of the account manager

  • Work on special projects

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


  • AMS360, Image Right, Word, Excel, Outlook


  • High school Diploma

  • 1 plus years prior experience in insurance

Pay Details:

Annual Salary: $40,000 - $60,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.