Commercial Lines; P&C Customer Service Representative

Description

Stability – 130-year-old privately held insurance brokerage and risk advisory firm.

Culture – We are committed to creating a family-oriented environment.

Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.

A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.

Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.

Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.

Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

• Preparing insurance documents; auto , Certificates of Insurance, Evidence of Insurance.
• Fulfilling MVR requests and ordering E-Mods
• Preparing renewal applications
• Preparing applications
• Emailing signed forms to carrier/underwriter
• Monitoring receipt of policies
• Prepare policies for delivery
• Obtaining loss experience on all lines of coverage on all accounts
• Initiating and following-up on policy changes with various carriers and check when complete
• Reviewing and assisting with resolving audit disputes
• Setting up new clients in client management system
• Monitoring receipt of renewal policies
• Preparing client presentations
• Sending all documentation to scan, and maintaining files in client management system
• Invoicing, including:
  Updating billing screens;
  Obtaining finance agreement quotes;
  Setting up new applications and updating applications in client management system
• Agent of Record Letters
• Supports AM & AE – Provides updates once policy is bound
• Obtaining online quotes for Flood Policies

• Working knowledge of Microsoft Office - Outlook, Excel and Power Point
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Demonstrates initiative with a willingness to learn and develop professionally
• 1+ years of experience preferred
• Illinois P&C License preferred or required after employment

• for benefits
• Bonus eligibility
• Hybrid work schedule
• $55,000.00 - $60,000.00