Commercial Insurance Client Service Representative

3 weeks ago


Mesa, Arizona, United States The Arizona Group Full time
Job Title: Commercial Insurance Client Service Agent

The Arizona Group is seeking an experienced Commercial Insurance Client Service Agent to perform back-end processing for our Commercial Team. This is a full-time, on-site, hybrid-friendly position for an agency with less than 100 employees.

Mandatory Qualifications
  • Minimum 2 years of Commercial Lines Insurance experience in an Independent Agency environment
  • Fluent in Issuing Certificates of Insurance
  • Active Arizona Property and Casualty License
  • Experience with Applied Systems Epic is required
  • Exceptional attention to detail and adherence to our level of service and turn-around times
Essential Job Duties
  • Initiate in Epic, send to carriers or process online policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes.
  • Follow up with Carriers for Policies & endorsements either via email or via the applicable carrier website
  • Order and read MVR's
  • Request Loss Runs from carriers or retrieve from the applicable carrier website
  • Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, proof of auto insurance, and all similar documents for accuracy and prepare correspondence to insureds and/or carriers as needed
  • Review and adhere to processing procedures to incorporate the capabilities of the system into the daily workflow and streamline the workflow
  • Respond to internal and external inquiries and/or requests in a timely manner
  • Work closely with Account Managers to develop the skills and insurance knowledge necessary to perform assigned tasks
  • Other duties as assigned
Certificate Processing
  • Review Insurance Requirements for compliance
  • Understand and review AI forms for the correct application
  • When required, process changes/endorse Epic accordingly (Designated AIs/NOC/WOS) and submit to carrier
  • Issue certificates in CSR24 (Including: Create templates/Add forms/Review existing templates for coverage/forms accuracy)
  • Document Epic accordingly (attach original request/Attach certificate issued) and use activity notes when needed
Requirements
  • Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures
  • Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment
  • Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment
  • Candidate must be able to assist 1 to 2 Account Managers
  • Candidate must be available during 8-5 pm Arizona Time
  • Company equipment will be provided.
  • Compensation is DOE with a potential bonus
Benefits and Compensation
  • Full Time - M-F 8:00am- 5:00pm
  • $32.00 per hour
  • Quarterly Bonus
  • Employer paid Medical and Dental, LTD, Group Life, EAP
  • Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
  • 401(k) Employer contribution 3-6%
  • Annual Employee Profit Sharing Bonus


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