Associate Client Representative

Salary52026
LocationAlbany
Job type Permanent
DisciplineAgency
Reference151391

Job description

Personal Lines Associate Client Representative - Standard / Middle Market

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a team. In this role, you will provide essential support to Client Managers and Client Advisors by following established workflows and procedures. You will play a key role in maintaining accurate account details, processing policy-related tasks, and ensuring exceptional service delivery to the clients. This position offers an excellent opportunity to grow your career in the insurance industry within a dynamic and supportive environment.

Compensation Package

  • Base Salary Range: $52,000 to $64,200 (depending on experience, qualifications, and business needs).
  • Benefits: Competitive benefits package and variable pay programs.

Responsibilities

  • Primary Duties:

    • Set up and maintain accurate account details, contacts, and policy information in EPIC.
    • Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
    • Attach, organize, and name documents in EPIC.
    • Initiate endorsements, proofs of insurance, and invoices.
    • Leverage templates and system-generated letters/forms to produce standard communications (e.g., BOR, client pre-renewal letters, proposal letters, change requests).
    • Create activities in EPIC and assign them to applicable team members.

  • Additional Duties (as applicable):

    • Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
    • Generate and send renewal proofs upon request.
    • Perform policy checks and complete checklists.
    • Verify endorsements against requests.
    • Maintain and retrieve documents as needed.

Qualifications/Requirements

  • Experience:

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

  • Licenses/Certifications:

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

  • Skills and Competencies:

    • Proficiency in Microsoft Office Suite (Excel, Word, etc.) with basic formatting skills.
    • Ability to learn and understand insurance coverage fundamentals.
    • Strong written, oral, and interpersonal communication skills.
    • Dedication to meeting the expectations and requirements of coworkers and clients.
    • Problem-solving skills and the ability to find common ground in challenging situations.
    • Commitment to continuous learning and staying updated on industry trends, products, and technologies.
    • Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
    • Ability to work under close direction and deliver results in a timely manner.

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