Commercial Lines Associate Client Representative

Job Summary

Seeking a detail-oriented and motivated Commercial Lines Associate Client Representative to join a growing team. This role is an excellent opportunity for individuals looking to develop their career in the insurance industry. The successful candidate will support the management of a high-volume book of middle-market commercial business, ensuring exceptional service delivery to our clients.

Compensation Package

• Salary: $55,000 - $60,000 annually
• 401(k) Plan: Available
• Comprehensive Benefits Package: Details to be provided during the interview process

Responsibilities

• Support the lead servicer in managing a high-volume book of business, ensuring timely and accurate completion of tasks to meet client needs.
• 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, including BOR, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements in EPIC.
• Create activities in EPIC and assign tasks to applicable team members.
• Order and manage loss runs.

Qualifications/Requirements

Education

• High School Diploma or equivalent required.

Work Experience

• 0-2 years of experience in Commercial 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, including Excel and Word.
• Ability to learn and understand insurance coverage fundamentals.
• Strong written, oral, and interpersonal communication skills.
• Dedicated to meeting the expectations and requirements of co-workers and clients.
• Problem-solving skills with the ability to find common ground and resolve issues effectively.
• Eagerness to learn and stay updated on industry trends, products, and technologies.
• Strong organizational skills with the ability to prioritize tasks and manage workflow efficiently.
• Ability to work under the close direction of senior team members to achieve objectives and deliver results.

Preferred Qualifications

• Experience with EPIC software is a plus but not mandatory.
• 1+ years of experience in a similar role is preferred.

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