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Commercial Lines Processing Specialist

2 months ago


Phoenix, Arizona, United States Crest Insurance Group Full time

Crest Insurance Group is seeking a Commercial Lines Processing Specialist to support our commercial insurance portfolio. This role presents a unique opportunity to build a career within a rapidly expanding insurance brokerage. We cater to clients across all 50 states.


Essential Qualifications:

  • High School Diploma or GED with a minimum of 2 years of relevant experience
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Skilled in navigating various insurance carrier websites for processing and customer service inquiries
  • Possession of a current Resident Property & Casualty license

Preferred Qualifications:

  • Experience with Applied EPIC or CSR24 software

Key Skills and Attributes:

  • Strong organizational skills with the ability to adapt to changing priorities and workloads
  • Excellent verbal and written communication skills, with a passion for customer service in a high-volume environment
  • Ability to work independently while fostering positive relationships within a team setting

Primary Responsibilities:

  • Initiate change requests and communicate with carriers to process policy changes, issue certificates, and other insurance documentation
  • Follow up with carriers for necessary documents, including policies and endorsements
  • Order and review Motor Vehicle Records (MVRs)
  • Request Loss Runs from carriers or access them via their websites
  • Verify client schedules and accurately enter information into the Agency Management system
  • Process certificate requests in CSR24, including both individual and renewal requests
  • Review and process new and renewal policies, endorsements, audits, cancellations, and related documents for accuracy
  • Adhere to established processing procedures to enhance workflow efficiency
  • Respond promptly to internal and external inquiries
  • Collaborate closely with Account Managers to develop necessary skills and insurance knowledge
  • Maintain compliance with agency standards and best practices for processing and customer correspondence
  • Perform additional duties as assigned

Benefits:

Crest Insurance Group offers a dynamic and collaborative work environment along with a comprehensive benefits package. Our benefits include Medical, Dental, Vision, HSA, FSA, LTD, STD, and more, contributing significantly to your overall compensation.

Crest is committed to equal opportunity employment, ensuring that all applicants and employees are treated fairly regardless of race, color, religion, sex, gender identity, sexual orientation, pregnancy, parental status, national origin, age, disability, family medical history, genetic information, political affiliation, or military service.