Commercial Lines Senior Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Senior Associate Client Representative to join a team. This role involves supporting the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer, you will provide exceptional customer service to ensure client satisfaction and retention. If you have a strong background in Commercial Property and Casualty and thrive in a fast-paced environment, encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

Responsibilities

• Assist the lead servicer in managing a high-volume book of business, ensuring all tasks are completed accurately and on time.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Organize, attach, and name documents in EPIC.
• Utilize templates and system-generated letters/forms to produce standard communications, such as BORs, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements in EPIC and billing systems.
• Create and assign activities in EPIC to applicable team members.
• Order and manage loss runs.

Qualifications/Requirements

Work Experience

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

Professional Licenses/Certifications

• Must hold a valid state Property & Casualty insurance license.

Essential Skills/Competencies

• Proficiency in Microsoft Excel, Word, and other MS Office products, including basic formatting.
• Familiarity with agency management systems (EPIC) and carrier websites.
• Basic understanding of property and casualty insurance coverage.
• Strong written, oral, and interpersonal communication skills.
• Ability to work collaboratively in a team environment and meet the expectations of co-workers and clients.
• Problem-solving skills with the ability to meet quality standards and complete urgent tasks efficiently.
• Capable of following established processes to derive solutions and achieve objectives under close direction from senior team members.

Education

• High School Diploma or equivalent required.

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