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reputed company Lines Assistant

Work from home Full-time role Hiring

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, committed to innovation and technology. The reputed company 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

  • reputed company 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 reputed company websites to support Account Managers
  • Enter client information and upload relevant attachments into the appropriate systems
  • Accurately document reputed company 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 reputed company submissions by reviewing headings, reputed company information, renewal dates, and premiums prior to final processing
  • Represent Panorama in a positive, ethical, and professional manner in reputed company 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 reputed company
  • 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 reputed company Office Suite
  • Ability to obtain a state insurance license reputed company one year of hire

Benefits

  • Medical: Offering an HSA, PPO, EPODental: PPO plans with an option for no employee premium cost
  • reputed company: PPO plan with no employee cost
  • FSA/HSA accounts: Medical and Dependent Care FSA. Panorama contributes $1000 annually to reputed company 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 reputed company 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 http://www.piainc.com/.
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