PL Senior Associate Client Representative
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Job Location:
Woodbridge Township, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Senior Associate Client Representative
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Senior Associate Client Representative to join a this role you will work independently to support lead service and/or Client Advisors by following established workflows and procedures. You will play a key role in ensuring the accuracy and efficiency of account management processes while delivering exceptional service to clients.
Compensation Package
- Base Salary Range: $47400 to $54100 (based on experience qualifications and business needs)
- Benefits: Competitive benefits package and variable pay programs.
Responsibilities
Primary Responsibilities:
- 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.
- Utilize templates and system-generated letters/forms to produce standard communications to clients and carriers including BOR client pre-renewal letters proposal letters and change requests.
- Create activities in EPIC and assign them to applicable team members.
Other Responsibilities (as applicable):
- Pull items such as MVR CLUES Risk Meters RCE etc.
- Generate and send renewal proofs upon request.
- Verify endorsements against requests.
- Perform document maintenance and retrieval.
Qualifications/Requirements
Work Experience:
- Preferred: 2 years of experience in Personal Property and Casualty insurance.
Professional Licenses/Certifications:
- Must hold a state Property & Casualty insurance license.
Essential Skills/Competencies:
- Proficiency in Microsoft Office Suite (Excel Word etc.) with basic formatting skills.
- Familiarity with agency management systems and carrier sites.
- Basic understanding of property and casualty insurance coverage.
- Strong written oral and interpersonal communication skills.
- Ability to meet quality standards and handle urgent tasks efficiently.
- Problem-solving skills and the ability to work collaboratively with team members and clients.
- Capability to follow established processes and deliver results under close direction.
Education:
- High School Diploma or equivalent required.
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Required Experience:
Senior IC
Key Skills
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