Description:
A career with Associated means an opportunity with an employer that offers:
-
Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
-
Culture – We are committed to creating a family-oriented environment.
-
Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
-
A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
-
Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
-
Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
- Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative:
-
Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance.
-
Fulfilling MVR requests and ordering E-Mods
-
Preparing renewal applications
-
Preparing applications
-
Emailing signed forms to carrier/underwriter
-
Monitoring receipt of policies
-
Prepare policies for delivery
-
Obtaining loss experience on all lines of coverage on all accounts
-
Initiating and following-up on policy changes with various carriers and check when complete
-
Reviewing and assisting with resolving audit disputes
-
Setting up new clients in client management system
-
Monitoring receipt of renewal policies
-
Preparing client presentations
-
Sending all documentation to scan, and maintaining files in client management system
-
Invoicing, including:
-
Updating billing screens
-
Obtaining finance agreement quotes
-
Setting up new applications and updating applications in client management system
-
Agent of Record Letters
-
Supports AM & AE – Provides updates once policy is bound
-
Obtaining online quotes for Flood Policies
Requirements:
- Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
-
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
-
Demonstrates initiative with a willingness to learn and develop professionally
-
1+ years of experience preferred
-
Illinois P&C License preferred or required after employment
Associated Benefits:
-
Click HERE for benefits
-
Bonus eligibility
-
Hybrid work schedule
-
$55,000.00 - $60,000.00
-
#Li-hybrid
