Property and Casualty Client Service Representative
2 weeks ago
Alera Group Midwest, a leading insurance company, is seeking a highly skilled Client Service Representative to join their Property and Casualty team. As a key member of the team, you will be responsible for providing exceptional day-to-day client service, anticipating client needs, and responding to client, producer, and account manager questions and issues in a timely manner.
Key Responsibilities:- Ordering and processing change requests with an emphasis on Business Insurance Risk Management
- Preparing ID cards, binders, evidence of property & other certificate of insurance requests
- Processing and documenting cancellations and reinstatements
- Processing and billing premium audits
- Preparing and billing Bonds when required.
- Assisting with preparation of renewal exposure workbooks
- Creating first draft of renewal proposals
- Organizing insured's copies of new and renewal policies for delivery to client.
- Maintaining accurate policy data in agency management system (AMS360)
- Consistently Maintaining client documentation in document managing system (Worksmart)
- Maintaining a courteous and effective relationship with clients, co-workers, insurance carriers and other business contacts
- Other responsibilities as assigned by Manager
- High School diploma or equivalent. Bachelor's degree preferred, but not required.
- 1-2 years of Commercial Lines Agency experience in a highly automated, risk management-focused environment.
- Must have Illinois Property & Casualty license or obtain within 60 days of hire date.
- Experience with Microsoft Office Products with proficiency in Word and Excel.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment that will also require working independently.
- Experience with AMS360 system a strong plus
- Comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
- We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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