Commercial Lines Associate Client Representative
About The Position
Seeking a motivated and detail-oriented Commercial Lines Associate Client Representative to join a team. This entry-level position is an excellent opportunity for individuals looking to build a career in the insurance industry. The successful candidate will support the daily management of a high-volume Commercial Lines book of business, ensuring exceptional customer service and client satisfaction. Working under the guidance of a lead servicer, you will play a key role in maintaining accurate account details, processing policy information, and assisting with client communications.
Requirements
- High School Diploma or equivalent required.
- 0-2 years of experience in Commercial Property and Casualty insurance.
- Holds an active P&C (Property and Casualty) insurance license.
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 for efficient record-keeping.
- 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 and assign activities in EPIC to relevant team members.
- Order and manage loss runs.
Benefits
- Competitive benefits package
- paid time off
- professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
