Job Summary

Seeking a motivated and detail-oriented Personal Lines Associate Client Representative to join a growing team. This role is an excellent opportunity for individuals looking to build a career in the insurance industry. You will play a key role in supporting the Client Managers and Advisors by ensuring accurate account management and delivering exceptional service to the clients.

Compensation Package

Salary Range: $37,000 - $46,000 annually
401(k): Yes
Comprehensive benefits package available (details provided during the interview process)

Responsibilities

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
Generate standard communications to clients and carriers using templates and system-generated letters/forms
Create activities in EPIC and assign them to applicable team members
Pull items such as MVR, CLUES, Risk Meters, RCE, etc., as needed
Check policies and endorsements against requests and complete checklists
Perform document maintenance and retrieval tasks
Support other responsibilities as applicable

Qualifications/Requirements

Education and Experience:

0-2 years of experience in Personal Property and Casualty insurance
Licensed or ability to obtain a state Property & Casualty insurance license within a specified timeframe

Skills and Competencies:

Proficiency in Microsoft Office Suite (Excel, Word, etc.)
Ability to learn and understand insurance coverage fundamentals
Strong written, oral, and interpersonal communication skills
Detail-oriented with the ability to follow established workflows and processes
Dedicated to meeting the expectations of co-workers and clients
Strong problem-solving skills and ability to work collaboratively
Ability to prioritize tasks and manage workflow effectively

Preferred Experience:

Familiarity with EPIC software is a plus

#LI-MB6

Personal Lines Associate Client Representative

Job description