Commercial Lines (P&C) Senior Customer Service Representative

Associated Agencies Inc•Rolling Meadows, IL

20h•$60,000 - $65,000•Hybrid

About The Position

We are seeking an experienced Property and Casualty Senior Customer Service Representative to join our team. The ideal candidate will have a strong background in insurance customer service, excellent communication skills, and a commitment to delivering superior service to our clients. A career with Associated means an opportunity with an employer that offers: 1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm. 2. Culture – We are committed to creating a family-oriented environment. 3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. 4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. 5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. 6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. 7. 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 Senior Customer Service Representative: Assist clients with policy inquiries, coverage questions, and claims processing, ensuring timely and accurate resolution of issues. Collaborate with Account Manager and insurance carriers to obtain quotes, process policy changes, and facilitate policy renewals. • Maintain accurate client records and documentation in our agency management system, ensuring compliance with industry regulations and internal policies. Prepare insurance documents such as auto ID cards, Certificates of Insurance, and Evidence of Insurance. Fulfill MVR requests and order E-Mods. Prepare renewal applications and applications for new clients. Email signed forms to carriers/underwriters and monitor receipt of policies. Prepare policies for delivery and obtain loss experience on all lines of coverage for all accounts. Initiate and follow-up on policy changes with various carriers and check when complete. Review and assist with resolving audit disputes. Set up new clients in the client management system and monitor receipt of renewal policies. Prepare client presentations and send all documentation to scan, maintaining files in the client management system. Handle invoicing, including updating billing screens, obtaining finance agreement quotes, and setting up new applications and updating applications in the client management system. Process Agent of Record Letters. Support Account Managers and Account Executives by providing updates once policies are bound. Obtain online quotes for Flood Policies. Obtain online quotes for various lines of coverage. Handle small renewal accounts independently (up to $100,000 in premium) as assigned by Team Lead.

Requirements

Minimum of 3-5 years of experience in Property and Casualty insurance customer service roles.
Active Property and Casualty insurance license required.
Proficiency in insurance agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office suite.
Strong understanding of Property and Casualty insurance products, coverage types, and policy endorsements.
Excellent communication skills, both verbal and written, with the ability to effectively interact with clients, colleagues, and insurance carriers.
Detail-oriented with strong organizational skills and the ability to prioritize tasks in a fast paced environment.
Demonstrated ability to work independently as well as part of a collaborative team.
Commitment to maintaining confidentiality and adhering to ethical standards in handling client information.

Nice To Haves

Bachelor's degree in Business Administration, Insurance, or related field preferred.

Responsibilities

Assist clients with policy inquiries, coverage questions, and claims processing, ensuring timely and accurate resolution of issues.
Collaborate with Account Manager and insurance carriers to obtain quotes, process policy changes, and facilitate policy renewals.
Maintain accurate client records and documentation in our agency management system, ensuring compliance with industry regulations and internal policies.
Prepare insurance documents such as auto ID cards, Certificates of Insurance, and Evidence of Insurance.
Fulfill MVR requests and order E-Mods.
Prepare renewal applications and applications for new clients.
Email signed forms to carriers/underwriters and monitor receipt of policies.
Prepare policies for delivery and obtain loss experience on all lines of coverage for all accounts.
Initiate and follow-up on policy changes with various carriers and check when complete.
Review and assist with resolving audit disputes.
Set up new clients in the client management system and monitor receipt of renewal policies.
Prepare client presentations and send all documentation to scan, maintaining files in the client management system.
Handle invoicing, including updating billing screens, obtaining finance agreement quotes, and setting up new applications and updating applications in the client management system.
Process Agent of Record Letters.
Support Account Managers and Account Executives by providing updates once policies are bound.
Obtain online quotes for Flood Policies.
Obtain online quotes for various lines of coverage.
Handle small renewal accounts independently (up to $100,000 in premium) as assigned by Team Lead.

Benefits

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.
Click HERE for benefits
Hybrid work schedule
Bonus eligibility