Licensed Property & Casualty Client Service Representative

Licensed Property & Casualty Client Service Representative

Property & Casualty Client Service Representative

The Property & Casualty Client Service Representative will be responsible for handling client inquiries, supporting Account Managers, assisting with marketing efforts, and managing various administrative tasks related to policy quotes, billing, and invoicing. This role requires strong communication skills and a deep understanding of the insurance industry, particularly in property and casualty.

Key Responsibilities:

• Client Inquiries: Address client questions, concerns, and policy inquiries in a timely and professional manner.
• Account Manager Support: Assist Account Managers with day-to-day tasks, including documentation, renewals, and client service.
• Marketing & Quotes: Obtain quotes from carriers using online rating systems and prepare proposals for clients.
• Billing & Invoicing: Process billing, manage invoices, and ensure clients receive accurate financial information.
• Finance Agreements: Assist with preparing and managing finance agreements for clients.
• Proposal Preparation: Work with the marketing team to prepare and send proposals to clients, ensuring all details are accurate.

Qualifications:

• 1-3+ years of experience in property & casualty insurance or related field.
• 2-20 Property & Casualty – General Lines License
• Strong knowledge of insurance rating systems and online quote tools.
• Experience with billing, invoicing, and finance agreements.
• Excellent communication skills and customer service orientation.
• Ability to manage multiple tasks and prioritize effectively.
• High attention to detail and strong organizational skills.

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Growth opportunities for career advancement within the company
• Work life balance, paid time off and holidays