Commercial Lines Client Service Agent

Overview

The Arizona Group Insurance Brokers is seeking an experienced Commercial Lines Client Service Agent who can perform back-end processing for the Commercial Team. This is a full-time, on-site position with hybrid-friendly options for an agency with fewer than 100 employees. Website:

$31.25/hr - $37.50/hr

• Full Time: M-F 8:00am - 5:00pm
• Pay: $31.25 - $37.50 per hour
• 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

• Support and assist the Commercial Lines Department functions following established Agency Standards and Procedures.
• Provide both individual and team support to the Commercial Lines Department and Account Managers within assigned responsibilities.
• Maintain a strong understanding of Agency programs and systems.
• 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 communications performed on client files.
• Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC.
• Review and send out Customer statements.
• Support AE/Producer as required.
• Become familiar with and utilize technical tools such as Tag
  24, Zywave, Docu Sign, Reference Connect, Indio, and other tools as determined by department leader.
• Assist in training and coaching other staff when needed/requested.
• Perform other essential duties as assigned.

• Licensed Property & Casualty Agent in the State of Arizona – in good standing.
• Minimum 3 years of Commercial Property and Casualty Insurance experience.
• Experience with Applied (EPIC) Agency Management System is preferred.
• 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.
• Perform other duties as assigned within the scope of the role.

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Customer Service
• Industries:
  Insurance

Note:

This description reflects the requirements and benefits of this position and is intended for applicants interested in the role with The Arizona Group Insurance Brokers.