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