Commercial Lines Associate Account Manager

About the Role

The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.

Key Responsibilities

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Attach, organize, and name documents in EPIC.
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.
• Endorse policy in EPIC.
• Create activities in EPIC and assign applicable team-member.
• Order loss runs.

Requirements & Tech Stack

• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Able to learn coverage fundamentals.
• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/or process to derive a solution.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
• Works to achieve stated objectives and delivers results at the close direction of a senior team member.
• EPIC (used for account management, document handling, and communication).

Qualifications

• HS Diploma or equivalent.
• Licensed or obtaining state Property & Casualty insurance license within a specified time frame.