Commercial Lines (P&C) Customer Service Representative

Description

 A career with Associated means an opportunity with an employer that offers: 

1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm. 
2. Culture – We are committed to creating a family-oriented environment.  
3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. 
4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. 
5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. 
6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.   
7. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. 

The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative: 

• Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.
• Fulfilling MVR requests and ordering E-Mods 
• Preparing renewal applications
• Preparing applications
• Emailing signed forms to carrier/underwriter
• Monitoring receipt of policies
• Prepare policies for delivery
• Obtaining loss experience on all lines of coverage on all accounts 
• Initiating and following-up on policy changes with various carriers and check when complete 
• Reviewing and assisting with resolving audit disputes 
• Setting up new clients in client management system 
• Monitoring receipt of renewal policies 
• Preparing client presentations 
• Sending all documentation to scan, and maintaining files in client management system 
• Invoicing, including: 
• Updating billing screens
• Obtaining finance agreement quotes
• Setting up new applications and updating applications in client management system 
• Agent of Record Letters
• Supports AM & AE – Provides updates once policy is bound
• Obtaining online quotes for Flood Policies

Requirements

• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint 
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions 
• Demonstrates initiative with a willingness to learn and develop professionally 
• 1+ years of experience preferred 
• Georgia P&C License preferred or required after employment 

Associated Benefits:

• Click HERE for benefits 
• Bonus eligibility
• Hybrid work schedule
• $55,000.00 - $60,000.00
• #Li-hybrid