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 full-time, mid-level position involves supporting the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer, you will play a key role in ensuring client satisfaction and retention by delivering exceptional customer service to both internal and external clients.

Compensation Package

• Base Salary: $55,300 to $72,600 (dependent on experience, qualifications, and level of responsibility).
• Benefits: Competitive benefits package and variable pay programs.

Responsibilities

• Assist the lead servicer in managing a high-volume book of business, ensuring timely and accurate completion of all required tasks.
• Maintain accurate account details, contacts, and policy information in the EPIC system.
• Organize, attach, and name documents in EPIC.
• Utilize templates and system-generated letters/forms to create standard communications for clients and carriers, including BORs, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements and billing in EPIC.
• Create and assign activities in EPIC to relevant 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

• Active state Property & Casualty insurance license is required.

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite, including Excel and Word, with basic formatting skills.
• 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.
• Capability to follow established processes and deliver results under the close direction of senior team members.

Education

• High school diploma or equivalent is required.

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