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:
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Full Time - M-F 8:00am- 5:00pm
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Pay: $25.00 - $32.00 per hour
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Quarterly Bonus
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Employer paid Medical and Dental, LTD, Group Life, EAP
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Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
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401(k) Employer contribution 3-6%
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Annual Employee Profit Sharing Bonus