Commercial Lines (P&C) Customer Service Representative

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
• Minnesota P&C License

Associated Benefits: 

• Click HERE for Associated Benefits  
• Bonus eligibility 

Salary Description

60,000 - 65,000