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, On-site, Hybrid-friendly position for an Agency with less than 100 employees. https://www.arizonagroup.com Benefits and Compensation For Commercial Insurance Client Service Agent Full Time - M-F 8:00am- 5:00pmPay: $25.00 - $31.25 per hourQuarterly BonusEmployer paid Medical and Dental, LTD, Group Life, EAPOptional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance401(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 environmentFluent in Issuing Certificates of InsuranceActive Arizona Property and Casualty LicenseExperience with Applied Systems Epic is requiredExceptional 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 websiteOrder and read MVR'sRequest Loss Runs from carriers or retrieve from the applicable carrier websiteReview 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 neededReview and adhere to processing procedures to incorporate the capabilities of the system into the daily workflow and streamline the workflowRespond to internal and external inquiries and/or requests in a timely mannerWork closely with Account Managers to develop the skills and insurance knowledge necessary to perform assigned tasksOther duties as assigned Certificate Processing For Commercial Lines Client Service Agent Review Insurance Requirements for complianceUnderstand and review AI forms for the correct applicationWhen required, process changes/endorse Epic accordingly (Designated AIs/NOC/WOS) and submit to carrierIssue certificates in CSR24 (Including: Create templates/Add forms/Review existing templates for coverage/forms accuracy)Document Epic accordingly (attach original request/Attach certificate issued) and use activity notes when needed Requirements Additional Knowledge, Skills, Abilities, and Details: Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving proceduresMust possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environmentAbility to work independently with limited supervision while maintaining positive staff relationships within a teamwork environmentCandidate must be able to assist 1 to 2 Account ManagersCandidate must be available during 8-5 pm Arizona TimeCompany equipment will be provided.Compensation is DOE with a potential bonus