Commercial Lines Associate Risk Specialist

Key Responsibilities

Client Service Support

Deliver prompt professional service to clients and support strong relationship management

Respond to requests for certificates evidence of insurance and policy documentation

Assist with billing inquiries and cancellation notices

Maintain a 24-hour turnaround standard for service requests

Processing & Policy Servicing

Process endorsements policy changes and routine service requests

Prepare certificates auto ID cards and related documentation

Ensure accurate and timely data entry in the agency management system

Renewal Preparation

Assemble pre-renewal materials including exposure updates and loss runs

Prepare and submit renewal applications to carriers

Support renewal review and proposal preparation

Remarketing & New Business Support

Assist with remarketing efforts and submission preparation

Communicate with underwriters for quotes and updates

Support development of new business proposals and presentations

Documentation & Compliance

Maintain accurate and organized client files

Ensure compliance with agency procedures and regulatory standards

Manage suspense items and follow-ups within the system

Required Qualifications

Active Property & Casualty Insurance License

2 years of insurance-related experience or equivalent combination of education and experience

Strong attention to detail and organizational skills

Ability to manage multiple priorities in a fast-paced environment

Excellent communication skills both written and verbal

Proficiency in Microsoft Office and agency management systems

Preferred Qualifications

Associates degree or higher

Foundational understanding of commercial insurance coverages rating and underwriting

Experience working in a client service or account management role within insurance