Commercial Lines Client Service Agent
The Arizona Group is an Arizona-based Independent Insurance Agency seeking an experienced Commercial Lines Client Service Agent who can perform back-end processing for their Commercial Team. The role involves supporting the Commercial Lines Department and Account Managers, maintaining a strong understanding of Agency programs and systems.
Responsibilities
- Perform day-to day service requirements of assigned clients within designated authority
- Perform duties in accordance with the Commercial Lines Processing Standard
- Perform online rating for renewals and endorsements to existing policies
- Order endorsements as required
- Quality Check and send out endorsements to clients
- Invoice agency bill policies, endorsements, and audits
- Review audits and request corrections from carriers as needed
- Perform initial policy check and send policies to insureds
- Process Binders and summaries of insurance in EPIC
- Update EPIC applications and schedules for policy renewals
- Assist AE/AM in preparation of renewal submissions
- Prepare renewal submissions, submit to market, and review quotes as directed by AM/Producer
- Assist AM/Producer in proposal preparation
- Enter Activity records for all actions and or communication performed on Client Files
- Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC
- Become familiar and utilize technical tools such as CSR24, Zywave, DocuSign, Reference Connect, Indio, and other tools as determined by department leader
- Assist in training and coaching other staff when needed/requested
- Assist department members during absences
Skills
- Licensed Property & Casualty Agent in the State of Arizona – in good standing
- Minimum 1 year of Commercial Property and Casualty Insurance experience
- Strong written, verbal, presentation, interpersonal, and communication skills
- Demonstrates ability to work both independently and as a member of a team
- Strong PC skills with Microsoft Teams, Word, Excel, and Outlook
- Demonstrates continuous learning orientation
- Exceptional organizational and time management skills
- Professionalism in appearance, communication, and treatment of others
- Experience with Applied (EPIC) Agency Management System is preferred
Benefits
- 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
Company Overview