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.
- 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.
- Bachelor's degree in Business Administration, Insurance, or related field preferred.
Associated Benefits
- Click HERE for benefits
- Hybrid work schedule
- Bonus eligibility
- $60,000 - $70,000
- #Li-hybrid