Commercial Lines Associate Client Representative - Select

Job Summary
Seeking a motivated and detail-oriented Commercial Lines Associate Client Representative to join a team. This entry-level position supports 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. This is an excellent opportunity for individuals looking to start or grow their career in the insurance industry.

Compensation Package

• Base salary range: $51,400 to $63,400 (dependent on experience, qualifications, and business needs).
• Competitive benefits package.
• Variable pay programs.

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 and attach documents in EPIC, ensuring proper naming conventions.
• Utilize templates and system-generated letters/forms to produce standard communications, including BORs, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements in EPIC.
• Create and assign activities in EPIC to applicable team members.
• Order and manage loss runs.

Qualifications/Requirements

Work Experience:

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

Professional Licenses/Certifications:

• Must possess or be willing to obtain a state Property & Casualty insurance license 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 insurance coverage fundamentals.
• Strong commitment to meeting the expectations of clients and colleagues.
• Problem-solving skills and the ability to find common ground in challenging situations.
• Eagerness to learn about industry trends, products, and technologies to enhance performance.
• 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 time effectively.
• Willingness to work under close supervision while achieving stated objectives.

Education:

• High School Diploma or equivalent required.

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