Commercial Lines Customer Service Associate
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a detail-oriented individual to provide clerical support to their Commercial Lines department. This role involves maintaining efficient operations and fostering positive relationships with insurance carriers and internal team members.
Responsibilities
- Participates in the training and mentoring provided by the Commercial Lines
- Becomes proficient on the basic Commercial Lines job functions:
- Processed within 3 days of receipt
- Anti-Arson Processed within 3 days of receipt
- Routine Certificates of Insurance and Evidence of If received by 3pm same day turnaround; otherwise next business day
- Order Loss
- Company required renewal
- Prepare Summaries of
- Cancellations/Reinstatements
- Audits
- Excess & Surplus Lines documents
- Marshall & Swift evaluations
- Auto ID cards
- Invoicing
- Finance Agreements
- Insurance carrier rating systems
- Boiler Inspections/Violations
- Manages their Home page in EPIC by keeping open activities
- Becomes proficient on company rating
- Departmental back up on an as-needed
- Performs other duties as requested or
- As the CSA becomes proficient, cross train on CSR job
Skills
- Superior customer service skills, including empathy
- Troubleshooter and collaborative thinker
- Organizational and time management skills
- Attention to detail and accuracy
- Proactive and takes initiative
- Ability to work independently or as part of a team
- Ability to maintain a positive attitude, express enthusiasm and be flexible
- Professional demeanor and appropriately attired for office environment
- Respectful to all
- Good work ethic including willingness to assist co-workers and work extra hours on priority projects infrequently but as needed
- College degree preferred; related office experience, or equivalent insurance
- Proficient in Microsoft Office 365
- Must obtain NJ or NY Property and Casualty license within six months of employment
- Strong verbal and written communication skills
- Completion of an insurance professional designation as agreed upon with Commercial Lines
- Knowledge of Applied EPIC software preferred but not required. Specifically, Word and Excel
Benefits
- Comprehensive range of health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- STD
- LTD
- Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company Overview