Commercial Lines CSR Assistant

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: TYPE OF WORK

Any

: SALARY

$5-7/hr DOE

: HOURS PER WEEK

40

: DATE UPDATED

Jul 17, 2026

JOB OVERVIEW

Commercial Lines CSR Assistant
Remote | Guardian Angel Insurance

Job Type: Full-Time, Remote/Virtual Assistant
Experience Required: Minimum 2 years of Commercial Lines experience, including quoting commercial risk and processing Certificates of Insurance (COIs)
Work Hours: Must be available to work during Central Time (CST) business hours

WHO WE ARE
At Guardian Angel Insurance, we're an independent agency specializing in personal, commercial, and trucking insurance - but more than that, we're a team that genuinely cares. We value relationships above all else: with our clients, with each other, and with our families. We show up for the people we serve and for one another, and we're looking for someone who feels the same way.
We're growing, and we want to add the right person - not just the right resume.

THE OPPORTUNITY
We're hiring a full-time Commercial Lines CSR Assistant to support our Commercial Lines team, including our trucking book of business. This role handles the behind-the-scenes work that keeps commercial accounts accurate and moving — data entry, quoting, certificates, and file preparation - so our CSRs can focus on client relationships and complex account needs.
What we need is someone who is detail-oriented, driven, and takes real ownership of their work — someone who thrives on structure, doesn't let things fall through the cracks, and communicates clearly and proactively with the team.

KEY RESPONSIBILITIES
• Quote commercial risk across multiple lines (general liability, property, commercial auto, and/or trucking) using carrier portals and comparative raters
• Prepare, issue, and track Certificates of Insurance (COIs) for clients, vendors, and lienholders
• Accurately enter and update client, policy, and account data in HawkSoft (our agency management system)
• Process endorsements, renewals, and policy changes with high attention to detail
• Assist with ACORD form completion and submission for new and renewal business
• Organize and prep account files ahead of CSR review, renewal cycles, and client calls
• Support communication with clients and carriers via email on routine servicing items
• Track and follow up on outstanding underwriting or documentation requirements
• Maintain clean, accurate documentation and notes on every account you touch
• Flag discrepancies, coverage gaps, or errors proactively rather than letting them pass through

WHAT WE'RE LOOKING FOR
• Minimum 2 years of Commercial Lines insurance experience, in a CSR, CSR assistant, or similar support role
• Hands-on experience quoting commercial risk (general liability, property, commercial auto, and/or trucking)
• Experience preparing and processing Certificates of Insurance (COIs) required
• Working knowledge of ACORD forms and standard commercial lines documentation
• Highly detail-oriented — catches errors others miss and double-checks their own work
• Driven and self-motivated; comfortable working independently in a remote setting
• Excellent written and verbal communication skills
• Strong, accurate data entry skills and comfort navigating multiple carrier portals
• Comfortable with an AMS and/or CRM (HawkSoft experience a plus)
• Enjoys systems, structure, and process — not someone looking to “wing it”
• Reliable internet connection and a quiet, professional home work environment

GROWTH & EQUIPMENT
You'll need a basic home setup (computer and reliable internet) to get started. Once you're through the probationary period, we may offer a budget toward a computer and additional screens to help you work more efficiently.
This role has real room to grow. Tea ---------- mbers who continue to develop their skills and excel in this position have opportunities to take on more responsibility over time — we invest in people who invest in the work.

WHY JOIN US
Insurance is one of the most stable, recession-proof industries out there - people always need coverage, no matter what the economy does. We're not looking for someone to fill a seat; we're looking for a long-term tea ---------- mber who wants to grow, expand their skills, and build something meaningful with us.

HOW TO APPLY
Send your resume to ---------- include the word “STELLAR” in your subject line so we know you read the full posting - applications without it will not be reviewed.

SKILL REQUIREMENT

Data Entry Attention to Detail Communication

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Commercial Lines CSR Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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