Property and Casualty Client Service Representative

2 weeks ago


Saugus, Massachusetts, United States Alera Group Full time
Job Title: Property and Casualty Client Service Representative

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
Requirements:
  • 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
We Offer:
  • 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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