Commercial Lines (P&C) Customer Service Representative
Job Type
Full-time
Description

We’re growing and are looking to expand our Commercial Lines (P&C) CSR department! 


Outstanding career opportunity: for a dynamic and driven individual that is looking to grow their career by working exclusively with our Commercial Lines (P&C) department and providing extraordinary customer service to our clients. 


Our ideal candidate: is a self-starter with 3+ years of experience in an insurance setting, with a working knowledge of agency management systems such as EPIC. Possess a team-oriented mindset with exceptional organizational skills and is capable of handling a high-volume workload. Must have IL P&C License with knowledge of insurance industry coverages, terms, and conditions. 


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 


Associated Benefits: 

Salary Description
55,000 - 65,000