Commercial Lines; P&C Senior Customer Service Representative

Description

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.

Stability – 130-year-old privately held insurance brokerage and risk advisory firm.

Culture – We are committed to creating a family-oriented environment.

Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.

A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.

Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.

Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.

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.

• 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 , 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, AMS
  360) 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.

• for benefits
• Hybrid work schedule
• Bonus eligibility
• $60,000 - $65,000
• Li-hybrid