CL Associate Client Representative

Job Description

Commercial Lines Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Associate Client Representative to join a team. This full-time position is an excellent opportunity for individuals looking to grow their career in the Commercial Property and Casualty insurance industry. The Associate Client Representative will support the daily management of a high-volume Commercial Lines book of select business. 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

This position offers a competitive compensation package including:

• Base Salary: $48300 to $63400 (commensurate with experience qualifications and business needs).
• Bonus Eligibility: Performance-based bonus opportunities.
• Benefits: Comprehensive benefits package.

Responsibilities

As a Commercial Lines Associate Client Representative your primary responsibilities will include:

• Supporting the lead servicer in managing a high-volume book of business ensuring all tasks are completed accurately and on time.
• Setting up and maintaining accurate account details contacts and policy information in EPIC.
• Attaching organizing and naming documents in EPIC.
• Utilizing templates and system-generated letters/forms to produce standard communications including BORs proposal letters change requests and proofs of insurance.
• Endorsing policies in EPIC.
• Creating activities in EPIC and assigning them to applicable team members.
• Ordering loss runs.

Qualifications/Requirements

Work Experience

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

Professional Licenses/Certifications

• Must be licensed or 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 coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of co-workers and clients.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to acquire industry knowledge including new products coverage options and technology.
• 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 workflow effectively.
• Results-driven with the ability to work under close direction from senior team members.

Education

• High School Diploma or equivalent required.

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