Commercial Lines (P&C) Customer Service Representative
WFH Flexible Atlanta, GA
Job Type
Full-time
Description

 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 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 
  • Georgia P&C License preferred or required after employment 

Associated Benefits:

Salary Description
$55,000.00 - $60,000.00