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
- 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:
- Click HERE for Associated Benefits
- Bonus eligibility