Commercial Lines Associate Client Representative

Job Summary

Seeking a detail-oriented and customer-focused Commercial Lines Associate Client Representative to join a team. This full-time position involves supporting the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer, you will play a key role in ensuring client satisfaction and retention by delivering exceptional service to both internal and external clients.

Compensation Package

This position offers a competitive compensation package, including:

• Base Salary: $48,300 to $63,400 (commensurate with experience, qualifications, and business needs).
• Bonus Eligibility: Performance-based bonus opportunities.
• Benefits: Comprehensive benefits package.

Responsibilities

As a Commercial Lines Associate Client Representative, your primary responsibilities will include:

• Supporting the lead servicer in managing a high-volume book of business, ensuring all tasks are completed accurately and on time.
• Setting up and maintaining accurate account details, contacts, and policy information in EPIC.
• Attaching, organizing, and naming documents in EPIC.
• Producing standard communications to clients and carriers using templates and system-generated letters and forms (e.g., BOR, proposal letters, change requests, proofs of insurance).
• Endorsing policies in EPIC.
• Creating activities in EPIC and assigning them to the appropriate team members.
• Ordering loss runs.

Qualifications/Requirements

Work Experience

• 0-2 years of experience in Commercial Property and Casualty insurance.

Professional Licenses/Certifications

• State Property & Casualty insurance license (or willingness to obtain within a specified timeframe).

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, including Excel and Word, with basic formatting skills.
• Ability to learn and understand coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of coworkers and clients.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to continuously improve knowledge of industry trends, products, coverage, and technology.
• Excellent written, oral, and interpersonal communication skills.
• Ability to follow established processes and workflows to achieve solutions.
• Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
• Results-driven with the ability to work under close direction from senior team members.

Education

• High School Diploma or equivalent.

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