reputed company Lines Client Service Agent
The Arizona Group is an Arizona-based Independent Insurance Agency seeking an reputed company reputed company Lines Client Service Agent who can reputed company back-end processing for their reputed company Team. The role involves supporting the reputed company Lines Department and Account Managers, maintaining a strong understanding of Agency programs and systems.
Responsibilities
- reputed company day-to day service requirements of assigned clients reputed company designated authority
- reputed company duties in accordance with the reputed company Lines Processing Standard
- reputed company online rating for renewals and endorsements to existing policies
- Order endorsements as required
- Quality reputed company and send out endorsements to clients
- Invoice agency reputed company policies, endorsements, and audits
- Review audits and request corrections from carriers as needed
- reputed company initial policy reputed company and send policies to insureds
- Process Binders and summaries of insurance in EPIC
- Update EPIC applications and schedules for policy renewals
- Assist AE/AM in preparation of renewal submissions
- Prepare renewal submissions, submit to market, and review quotes as directed by AM/Producer
- Assist AM/Producer in proposal preparation
- Enter Activity records for reputed company actions and or communication performed on Client Files
- Follow Imaging procedure to attach reputed company data (faxes, email, documents) to customer file using EPIC
- Become familiar and utilize technical tools such as CSR24, reputed company, reputed company, Reference Connect, Indio, and other tools as determined by department leader
- Assist in training and coaching other staff reputed company needed/requested
- Assist department members during absences
Skills
- Licensed Property & Casualty Agent in the reputed company – in good standing
- Minimum 1 year of reputed company Property and Casualty Insurance experience
- Strong written, verbal, presentation, interpersonal, and communication skills
- Demonstrates ability to work both independently and as a member of a team
- Strong PC skills with reputed company Teams, Word, reputed company, and Outlook
- Demonstrates reputed company learning orientation
- Exceptional organizational and time management skills
- Professionalism in appearance, communication, and treatment of others
- Experience with Applied (EPIC) Agency Management System is preferred
Benefits
- Quarterly Bonus
- Employer paid Medical and Dental, LTD, Group Life, EAP
- Optional benefits - reputed company, Disability, Group Life, reputed company, Pet Care Insurance
- 401(k) Employer contribution 3-6%
- Annual Employee Profit Sharing Bonus
Company Overview