Commercial Lines 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 this role you will support 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 both internal and external clients ensuring satisfaction and retention. This is an excellent opportunity for individuals looking to grow their career in the insurance industry.

Compensation Package

• Base Salary: $50000 - $60000 (depending on experience qualifications and business needs)
• Benefits: Competitive benefits package and variable pay programs

Responsibilities

• Assist the lead servicer in managing a high-volume book of business ensuring timely and accurate completion of tasks to meet client needs.
• 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.
• Create activities in EPIC and assign tasks to applicable team members.
• Order and manage 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 insurance coverage fundamentals.
• Strong commitment to meeting the expectations and requirements of clients and colleagues.
• Problem-solving skills and the ability to find common ground quickly.
• Eagerness to learn and stay updated on 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 time effectively.
• Ability to work under close direction while achieving stated objectives and delivering results.

Education

• High School Diploma or equivalent required

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