Commercial Lines (P&C) Customer Service Representative
About The Position
A career with Associated means an opportunity with an employer that offers: Stability – 130-year-old privately held insurance brokerage and risk advisory firm. Culture – We are committed to creating a family-oriented environment. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative: Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance. Fulfilling MVR requests and ordering E-Mods Preparing renewal applications Preparing applications Emailing signed forms to carrier/underwriter Monitoring receipt of policies Prepare policies for delivery Obtaining loss experience on all lines of coverage on all accounts Initiating and following-up on policy changes with various carriers and check when complete Reviewing and assisting with resolving audit disputes Setting up new clients in client management system Monitoring receipt of renewal policies Preparing client presentations Sending all documentation to scan, and maintaining files in client management system Invoicing, including: Updating billing screens Obtaining finance agreement quotes Setting up new applications and updating applications in client management system Agent of Record Letters Supports AM & AE – Provides updates once policy is bound Obtaining online quotes for Flood Policies
Requirements
- Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
- Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
- Demonstrates initiative with a willingness to learn and develop professionally
- 1+ years of experience preferred
- Illinois P&C License preferred or required after employment
Responsibilities
- Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.
- Fulfilling MVR requests and ordering E-Mods
- Preparing renewal applications
- Preparing applications
- Emailing signed forms to carrier/underwriter
- Monitoring receipt of policies
- Prepare policies for delivery
- Obtaining loss experience on all lines of coverage on all accounts
- Initiating and following-up on policy changes with various carriers and check when complete
- Reviewing and assisting with resolving audit disputes
- Setting up new clients in client management system
- Monitoring receipt of renewal policies
- Preparing client presentations
- Sending all documentation to scan, and maintaining files in client management system
- Invoicing, including:
- Updating billing screens
- Obtaining finance agreement quotes
- Setting up new applications and updating applications in client management system
- Agent of Record Letters
- Supports AM & AE – Provides updates once policy is bound
- Obtaining online quotes for Flood Policies
Benefits
- Bonus eligibility
- Hybrid work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
