Commercial Lines Associate Client Representative
4 weeks ago
Associate Client RepresentativeThe Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.Primary ResponsibilitiesSupports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.Set up and maintain accurate account details, contacts, and policy information in EPICAttach, organize, and name documents in EPICLeverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.Endorse policy in EPICCreate activities in EPIC and assign applicable team-member.Other Responsibilities, as applicable:Order loss runs from carriersGenerate and send proofs to holder, if requested (from EPIC or CSR24)Check policy per policy check workflow and complete checklistCheck endorsement against requestDocument maintenance/retrievalPosition Specific Skills/QualificationsWork Experience0-2 years' experience in Commercial Property and CasualtyProfessional Licenses/CertificationsLicensed or obtaining state Property & Casualty insurance license within a specified time frameEssential Skills/CompetenciesKnowledge of Excel, Word, and other MS Office products to include basic formattingAble to learn coverage fundamentals.Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.Strong written, oral, and interpersonal communication skills.Able to follow a well-established and familiar set of activities and/or process to derive a solution.Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.Works to achieve stated objectives and delivers results at the close direction of a senior team member.EducationHS Diploma or equivalentBenefits Package401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insurancePhysical Demands & Working ConditionsOffice work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.Equal Employment OpportunityAt World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
-
Commercial Lines Associate Account Manager
3 weeks ago
North Haven, United States World Insurance Company Defunct Full timeAssociate Account Manager World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is...
-
Commercial Lines Account Executive
4 weeks ago
North Adams, United States GPAC Full timeCommercial Lines Account ExecutivePosition: Commercial Lines Account ExecutivePosition Summary: The Commercial Lines Account Executive provides Risk Management Consulting and Account Management services to assigned commercial lines accounts. This role requires a highly motivated and organized individual as well as a team leader. The Commercial Lines Account...
-
Assistant Commercial Lines Account Manager
2 weeks ago
North Bergen, United States Gpac Full timePosition: Assistant Commercial Insurance Account Manager - Insurance or CSR/Commercial ProcessorWill be responsible for the following: Working with primarily commercial linesAccurately input policy updates and account informationCommunicate with client, producer, and carrier underwriters in regards to policy and coverage related questions and...
-
Assistant Commercial Lines Account Manager
2 weeks ago
North Bergen, United States Gpac Full timePosition: Assistant Commercial Insurance Account Manager - Insurance or CSR/Commercial ProcessorWill be responsible for the following: Working with primarily commercial linesAccurately input policy updates and account informationCommunicate with client, producer, and carrier underwriters in regards to policy and coverage related questions and...
-
Commercial Lines Producer
4 weeks ago
North Mankato, United States Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Hybrid Commercial Lines Producer to join our growing team in Mankato, MN! The Commercial Lines Producer is responsible for acquiring new clients, identifying business needs, and presenting...
-
Account Manager Commercial Lines
4 weeks ago
Beach Haven, United States Arthur J Gallagher & Co Full timeAccount ManagerAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics...
-
Commercial Real Estate Associate
7 days ago
North Charleston, United States Talent Search PRO Full timeOur client, an Am Law 200 firm, is seeking a Mid-Level Commercial Real Estate Associate to join its Charleston office. This role offers the opportunity to work on sophisticated real estate transactions with a diverse mix of developers, investors, lenders, and institutional clients.About the RoleThe Commercial Real Estate Associate will handle a broad range...
-
Commercial Lines Producer
4 days ago
North Mankato, MN, United States Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Hybrid Commercial Lines Producer to join our growing team in Mankato, MN! The Commercial Lines Producer is responsible for acquiring new clients, identifying business needs, and presenting...
-
Commercial Lines Producer
7 days ago
North Mankato, MN, United States Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Hybrid Commercial Lines Producer to join our growing team in Mankato, MN! The Commercial Lines Producer is responsible for acquiring new clients, identifying business needs, and presenting...
-
Commercial Lines Producer
2 weeks ago
North Mankato, MN, United States Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Hybrid Commercial Lines Producer to join our growing team in Mankato, MN! The Commercial Lines Producer is responsible for acquiring new clients, identifying business needs, and presenting...
