CL Associate Client Representative
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Job Location:
Woodbridge Township, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines Associate Client Representative
Job Summary
Seeking a detail-oriented and customer-focused Commercial Lines Associate Client Representative to join a team. This full-time 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 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.
- Producing standard communications to clients and carriers using templates and system-generated letters and forms (e.g. BOR proposal letters change requests proofs of insurance).
- Endorsing policies in EPIC.
- Creating activities in EPIC and assigning them to the appropriate team members.
- Ordering loss runs.
Qualifications/Requirements
Work Experience
- 0-2 years of experience in Commercial Property and Casualty insurance.
Professional Licenses/Certifications
- State Property & Casualty insurance license (or willingness to obtain 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 coworkers and clients.
- Problem-solving skills and the ability to find common ground quickly.
- Eagerness to continuously improve knowledge of industry trends products coverage 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.
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Required Experience:
IC
Key Skills
About Company
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