CL Senior Associate Client Representative Links
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Job Location:
Belmar, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
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 role involves supporting the daily management of a high-volume Commercial Lines book of select business. Under the guidance of a lead servicer you will provide exceptional customer service to ensure client satisfaction and retention. If you have a strong background in Commercial Property and Casualty and thrive in a fast-paced environment we encourage you to apply.
Compensation Package
- Competitive salary commensurate with experience.
- Comprehensive benefits package including health dental and vision insurance.
- Paid time off and holidays.
- Opportunities for professional development and career growth.
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.
- 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 and billing systems.
- Create and assign activities in EPIC to applicable 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
- Must hold a valid state Property & Casualty insurance license.
Essential Skills/Competencies
- Proficiency in Microsoft Excel Word and other MS Office products including basic formatting.
- 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.
- Capable of following established processes to derive solutions and achieve objectives under close direction from senior team members.
Education
- High School Diploma or equivalent required.
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Required Experience:
Senior IC
Key Skills
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