What are the responsibilities and job description for the Commercial insurance position at The Arizona Group Insurance Brokers?
The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Commercial Insurance Client Service Agent who can perform back end processing for our Commercial Team.
This is a full-time position for an Agency with less than 100 employees.
Benefits and Compensation For Commercial Insurance Client Service Agent
- Full Time - M-F 8 : 00am- 5 : 00pm
- Pay : $25.00 - $31.25 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
Mandatory Qualifications For Commercial Insurance Client Service Agent
- Minimum 2 years of Commercial Lines Insurance experience in an Independent Agency environment
- Fluent in Issuing Certificates of Insurance
- Active Arizona Property and Casualty License
- Experience with Applied Systems Epic is required
- Exceptional attention to detail and adherence to our level of service and turn-around times
Examples of Essential Job Duties for Commercial Insurance Client Service Agent :
- Initiate in Epic, send to carriers or Process online policy changes, issue certificates, auto ID cards, and any / all other insurance documents customary to commercial lines processes.
- Follow up with Carriers for Policies & endorsements either via email or via the applicable carrier website
- Order and read MVR’s
- Request Loss Runs from carriers or retrieve from the applicable carrier website
- 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 insureds and / or carriers as needed
- Review and adhere to processing procedures to incorporate the capabilities of the system into the daily workflow 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
- Other duties as assigned
Certificate Processing For Commercial Lines Client Service Agent
- Review Insurance Requirements for compliance
- Understand and review AI forms for the correct application
- When required, process changes / endorse Epic accordingly (Designated AIs / NOC / WOS) and submit to carrier
- Issue certificates in CSR24 (Including : Create templates / Add forms / Review existing templates for coverage / forms accuracy)
Requirements
Additional Knowledge, Skills, Abilities, and Details :
- 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 teamwork environment
- Candidate must be able to assist 1 to 2 Account Managers
- Candidate must be available during 8-5 pm Arizona Time
- Company equipment will be provided.
- Compensation is DOE with a potential bonus
Last updated : 2024-11-18
Salary : $25 - $31