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:
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
