Commercial Services Trainee



This position prepares individuals to progress into Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills.  Trainees work in a variety of situations, at times working as members of a team and other times working alone on an assignment.  Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.

Essential Duties and Responsibilities:


As a training position, there are similarities between all trainees’ day-to-day tasks.  However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and Associates.


  • Respond to departmental requests for administrative assistance with the following:

         -- Create Word documents and Excel spreadsheets.

         -- Create Auto Liability proof of insurance ID cards and complete certificate projects.

        -- Assist in maintaining files and records using the AgencyInsight system.

        -- Enter applications into LightPaper system.

        -- Gather and maintain information regarding carrier, underwriter and client requirements.

        -- Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.

        -- Download Department mail from Insurance Carrier Websites.

        -- Sort, file and distribute extensive mail and communications daily.

  • Process Loss Run reports as needed.

        -- Request loss runs based on monthly reports and in accordance with the carrier’s requirements.

        -- Follow up with the carrier until loss run is received and file in electronic filing system.

        -- Inform Client Administrator and/or Client Manager if the loss run will be delayed.

  • Establish and maintain effective working relations with other Associates.
  • Identify needs and competencies to be acquired, and make use of appropriate training opportunities.
  • Learn client policy requirements and AgencyInsight, Barcoding, and ImageRight systems.
  • Communicate system or process related problems to the appropriate Associate.
  • Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur

Education and/or Experience

Trainees serve a large group of people. They need to be alert, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:

  • A bachelor’s degree or ability to receive the degree within two to three months, or 3 years experience performing in a professional administrative and customer service capacity is required.
  • Proficient with Microsoft Office software (Word, Excel, and Outlook).
  • Successful work history demonstrating reliability and a positive attitude.
  • Demonstrated ability to prioritize tasks, and set and achieve goals.
  • Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.
  • Attention to detail and an appreciation for a job well done.

Work Environment & Physical Demands

-- Ability to use computer keyboard and sit in a stationary position for extended periods.
-- Work is performed in a typical interior/office work environment.


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