Associate Client Representative
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Associate Client Representative - Standard / Middle Market
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a this role you will provide essential support to Client Managers and Client Advisors by following established workflows and procedures. You will play a key role in maintaining accurate account details processing policy-related tasks and ensuring exceptional service delivery to the clients. This position offers an excellent opportunity to grow your career in the insurance industry within a dynamic and supportive environment.
Compensation Package
- Base Salary Range: $52000 to $64200 (depending on experience qualifications and business needs).
- Benefits: Competitive benefits package and variable pay programs.
- For more details visit our careers page.
Responsibilities
Primary Duties:
- 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.
- Leverage templates and system-generated letters/forms to produce standard communications (e.g. BOR client pre-renewal letters proposal letters change requests).
- Create activities in EPIC and assign them to applicable team members.
Additional Duties (as applicable):
- Pull items such as MVR CLUES Risk Meters RCE etc.
- Generate and send renewal proofs upon request.
- Perform policy checks and complete checklists.
- Verify endorsements against requests.
- Maintain and retrieve documents as needed.
Qualifications/Requirements
Experience:
- 0-2 years of experience in Personal 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 (Excel Word etc.) with basic formatting skills.
- Ability to learn and understand insurance coverage fundamentals.
- Strong written oral and interpersonal communication skills.
- Dedication to meeting the expectations and requirements of coworkers and clients.
- Problem-solving skills and the ability to find common ground in challenging situations.
- Commitment to continuous learning and staying updated on industry trends products and technologies.
- Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
- Ability to work under close direction and deliver results in a timely manner.
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Required Experience:
IC
Key Skills
- Data Entry
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About Company
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