Commercial Lines Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Associate Client Representative to join a team. In this role, you will support the daily management of a high-volume Commercial Lines book of select business. Working under the guidance of a lead servicer, you will play a critical role in ensuring client satisfaction and retention by delivering exceptional customer service to both internal and external clients.

Compensation Package

• Competitive salary based on experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional growth and development
• Support for obtaining necessary licenses and certifications

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 for efficient record-keeping.
• 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.
• Create and assign activities in EPIC to appropriate team members.
• Order and manage loss runs as required.

Qualifications/Requirements

Work Experience

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

Professional Licenses/Certifications

• Must 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 coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of clients and colleagues.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to stay updated on industry trends, new products, and technology 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.
• Results-driven with the ability to work under the close direction of senior team members.

Education

• High School Diploma or equivalent required.

#LI-MB6