Commercial Lines Account Service Rep

About the role

The purpose of the Commercial Lines Customer Service Rep is to assist with client services for new and existing accounts to achieve agency sales goals and service standards.

Responsibilities

• Issue renewal certificates along with daily certificates requested; issue within 24 hours of request unless carrier approval is required.
• Order Loss Runs for upcoming renewals per Account Managers' requests.
• Prepare exposure summaries when requested.
• Issue Change Requests and Auto ID Cards using carrier website when applicable.
• Bill and process endorsements within 5 days of receipt from Account Manager.
• Bill and process basic audits within the same timeframe.
• Maintain account files, overseeing that documents are attached in Imageright.
• Review tasks on a regularly scheduled basis, re-scheduling or handling items as appropriate.
• Maintain knowledge of carrier underwriting criteria.
• Check carrier issued policies for accuracy; inform Account Manager of differences between final proposal, issued policy, and AMS360 data.
• Prepare policy binder for client delivery or mailing.
• Utilize agency automation with a high level of knowledge and proficiency.
• Follow procedures as established in the Commercial Lines Procedure Manual.
• Keep Account Managers informed of real or potential problems.
• Pursue a program of personal and professional development.

Requirements

• Property & Casualty Agent's or Broker's License (preferred).
• High school diploma required; college degree in a business-related field preferred.
• 2+ years general agency/company experience.
• Strong technical knowledge of commercial lines insurance coverage.

Pay

$24.04 – $33.66 hourly. The pay range is made in good faith based on the lowest and highest annual salary or hourly rate paid for the role, taking into account years of experience required, geography, and/or budget for the role.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.