Commercial Lines Client Service Specialist

13 hours ago


Jacksonville, Florida, United States Maury, Donnelly, & Parr, Inc. Full time
Job Summary

We are seeking a highly skilled and detail-oriented Commercial Lines Client Service Specialist to join our team at Maury, Donnelly, & Parr, Inc. The successful candidate will provide exceptional support to Client Managers in managing all assigned accounts, ensuring timely and accurate processing of certificates of insurance, binders, and other policy-related documents.

Key Responsibilities

  • Process certificates of insurance, binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claims data.
  • Responsible for initial input of account, contact, and policy details into EPIC.
  • Follow up with carriers on status and receipt of all policies, endorsements, and cancellations.
  • Coordinate resolution of pending issues.
  • Perform online carrier ratings.
  • Secure loss runs, experience modification worksheets, and MVRs, FR-19's; orders and follows up on loss runs when requested.
  • Prepare proposals, analysis, and summaries as needed.
  • Manage billing inquiries and cancellation notices; provide billing support to Client Manager as needed.

Requirements

  • Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year related experience and/or training, or equivalent combination of education and experience.
  • Hold State Property and Casualty Insurance license, or progress towards licensure.
  • Computer skills required: Microsoft Office Suite, EPIC Online Database software.

Competencies

  • Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Physical Demands and Work Environment

Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.



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