Commercial Lines Client Assistant

The individual in this position is highly engaged in the customer service process. They will be directly assisting a Commercial Lines Client Manager who is committed to providing best in industry customer service.

• Completing Applications in the Management System, Applied (EPIC)
• Responding to email, mail, and phone requests for a book of business
• Endorsements:
  Process Change Requests and Endorsements
• Claims:
  Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster
• Invoicing:
  Invoicing agency billed items and managing the Aged Receivable for book
• Processing Policies:
  Policy Checking and Delivery
• Corresponding with clients and carriers
• Maintaining client files using the proper agency procedures and standards
• Certificates of Insurance/Auto
• Contract/Lease Review
• Ordering Loss Runs
• Experience Mod Worksheets
• Spreadsheets as needed for Rate or Premium Review
• Assisting with Renewal Process
• Generate Submissions/Applications/Proposals
• Provide Summaries of Insurance

• Align with company values
• Engaged with QBQ Attitude
• Willingness to work effectively within a team
• Demonstrates adaptability
• Desire to grow and learn
• Strong organizational skills