Job Type
Full-time
Description
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
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)
•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 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
Benefits and Compensation Commercial Insurance Client Service Agent:
Full Time - M-F 8:00am- 5:00pm Pay: $25.00 - $32.00 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
Salary Description
Hourly + Bonus