Commercial Lines Associate / Processor

Crest is looking for a Commercial Lines Associate (Processor) to service our commercial book of business. This is an opportunity of a lifetime to have a career in a fast growing insurance brokerage firm. We have physical locations across Arizona, California, Colorado, Nevada, Texas and Wyoming, servicing customers in all 50 states.

Minimum Qualifications:

• High School Diploma/GED and 2 or more years related experience
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.
• Current active Resident Property & Casualty license

Preferred Qualification:

• Previous experience working in Applied EPIC or CSR24

Additional Knowledge Skills and Abilities:

• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Must possess excellent verbal and written communication skills, and enjoy working with people in a high volume customer service environment.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a team work environment.

Examples of Essential Job Duties:

• Initiate any type of change request and send to carrier to make policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes.
• Follow up with Carriers for the following types of documents: Policies & endorsements either via email or via the applicable carrier website
• Order and read MVR's
• Request Loss Runs from carriers or retrieve from applicable carrier website
• Verification of client schedules and corresponding information entry into the Agency Management system
• Process certificate requests in CSR24, both individual and renewal requests
• Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, proof of auto insurance, and all similar documents for accuracy and prepare correspondence to insured and/or carrier as needed
• Review and adhere to processing procedures in order to incorporate the capabilities of the system into the daily work flow and streamline the workflow
• Respond to internal and external inquiries and/or requests in a timely manner
• Work closely with Account Managers to develop the skills and insurance knowledge necessary to perform assigned tasks
• Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence, certificates of insurance, binders, cancellation requests, insurance I.D. cards and internal/external correspondence as requested ensuring that activities and follow-ups are set and the client file in the agency management systems is updated and consistent
• Other duties as assigned

Benefits:

At Crest, we pride ourselves on providing an exciting, collaborative workplace along with a generous and highly competitive benefits package. Benefits at Crest extend above and beyond what most companies provide their employees including Medical, Dental, Vision, HSA, FSA, LTD, STD, and many others. It is an amazing piece of your total compensation package.

Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.