Personal Lines Associate Client Representative

The Jonus Group•Scottsdale, AZ

6d•$45,000

About The Position

Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a team. This role is an excellent opportunity for individuals looking to grow their career in the insurance industry. The successful candidate will provide support to Client Managers and Client Advisors by following established workflows and procedures to ensure efficient and effective service delivery. Compensation Package Salary : $45,000 annually Benefits : Comprehensive benefits package, including 401(k) plan

Requirements

0-2 years of experience in Personal Property and Casualty insurance preferred
State Property & Casualty insurance license preferred or willingness to obtain within a specified timeframe
Proficiency in Microsoft Office Suite (Excel, Word, etc.)
Strong written, oral, and interpersonal communication skills
Ability to prioritize tasks and manage workflow effectively
Problem-solving skills and a collaborative mindset
Commitment to meeting the expectations of co-workers and clients
Eagerness to learn and improve knowledge of industry standards, coverage fundamentals, and technology

Nice To Haves

familiarity with EPIC software is a plus

Responsibilities

Setting up and maintaining accurate account details, contacts, and policy information in EPIC
Processing renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
Attaching, organizing, and naming documents in EPIC
Initiating endorsements, proofs of insurance, and invoices
Utilizing templates and system-generated letters/forms to produce standard communications to clients and carriers
Creating activities in EPIC and assigning them to applicable team members
Pulling items such as MVR, CLUES, Risk Meters, RCE, etc.
Generating and sending renewal proofs upon request
Checking policies and endorsements against requests and completing checklists
Document maintenance and retrieval
Supporting other team members as needed