Commercial Insurance Client Service Representative
3 weeks ago
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
- 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
- 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
- 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
- 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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