Client Representative, Commercial

Jobtailor; Cockeysville (MD); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in Maryland seeks an Insurance Account Specialist to manage client service cycles, renewals, and policy documents. You will coordinate with carriers, prepare submissions, and maintain EPIC-backed records, ensuring accuracy and proactive client communication.

Ideal candidates have 2+ years in insurance, strong MS Office skills, and Property & Casualty licenses. A Bachelor’s in business is preferred.

Qualifications

• Experience handling accounts with a high level of responsibility.
• Client-centric focus and ability to manage/exceed expectations.
• Ability to learn third-party computer programs/websites.
• Strong communication and organizational skills.
• Property and casualty licenses are required.

Responsibilities

• Develop an understanding of client businesses, policies, and industries.
• Manage client service cycle and renewal deadlines.
• Respond to client inquiries and agency management system requests.
• Prepare insurance company submissions and documentation.
• Review, order, and document renewals; investigate non-renewals.
• Maintain policies in EPIC and document activity for audits and endorsements.
• Rate and issue policies through carrier websites; prepare certificates and summaries.
• Handle cancellations, late notices, and reinstatement requests.
• Support billing, audits, and account reviews with customers and companies.
• Identify cross-selling opportunities and maintain compliance with standards.

Skills

Client-Centric Focus

Insurance Experience

Proactive

Microsoft Office Suite

Property And Casualty Licenses

Applied EPIC Experience

Cross-Selling Opportunities

Education

Bachelor's degree in business or related field

High School diploma or GED

Tools

EPIC Agency Management System

Carrier Websites

Third-Party Programs

Job description

• Develop a thorough understanding of client businesses, policies, practices, and industries
• Manage the client service cycle and monitor timeframes and renewal deadlines
• Respond to client inquiries and agency management system/company requests
• Assist with preparing insurance company submissions
• Review, order, and document renewals
• Investigate non-renewals
• Review policy documents for accuracy before customer delivery
• Maintain current client policy coverage information in the EPIC agency management system
• Maintain EPIC activity records for endorsements, correspondence, audits, reports, claims, and follow-up items
• Assist with maintaining the expiration control log
• Rate and issue policies and endorsements through carrier websites
• Prepare and deliver certificates, account summaries, endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses
• Initiate correspondence with companies and clients
• Process and follow up on cancellation, late notice, and reinstatement requests
• Prepare billing according to agency credit and collection policies
• Assist with prompt reviews of audits and arrange corrections with customers and companies
• Assist with reporting client claims and updating EPIC claim information
• Maintain knowledge of insurance, specialty-area, technical, and professional standards
• Service clients in accordance with professional service standards, quality management guidelines, legal and regulatory requirements, and practice guidelines
• Provide excellent internal and external customer service
• Maintain knowledge of carrier practices, agency management systems, and underwriting requirements
• Keep Client Managers, Client Executives, and Risk Advisors informed of account activities and potential problems
• Identify cross-selling opportunities
• Perform additional duties as assigned

Requirements

• High School diploma or GED
• At least 2 years of insurance experience handling accounts at a high level of responsibility
• Client-centric focus and ability to manage/meet/exceed expectations
• Ability to work collaboratively with internal and external stakeholders
• Ability to work independently with limited supervision
• Ability to learn third-party computer programs/websites
• Strong oral and written communication
• Proactivity
• Critical thinking
• Organization and time management
• Accounting and analytical skills
• Strong attention to detail
• Project management skills
• Accountability and ability to work well under pressure and meet deadlines and deliverables
• Ability to contribute to team efficiency by sharing knowledge and best practices
• Proficient with Microsoft Office Suite
• Possess appropriate, jurisdictional Property and Casualty licenses
• Experience with Applied EPIC is desired but not required
• Bachelor’s degree in business or another related field is preferred

Core Competencies

Demonstrates expertise in managing client service cycles, ensuring compliance with insurance policies, and maintaining accurate documentation within agency management systems. Proficient in delivering exceptional customer service while effectively handling account responsibilities and collaborating with stakeholders.

Highest-signal resume keywords

• Client-Centric Focus
• Insurance Experience
• Proficient With Microsoft Office Suite
• Property And Casualty Licenses
• Applied EPIC Experience

Hard Skills

• Insurance Policy Management
• Account Management
• Billing Preparation
• Project Management
• Analytical Skills
• Time Management
• Critical Thinking
• Attention To Detail
• Renewal Documentation
• Cancellation Processing

Soft Skills

• Strong Oral Communication
• Strong Written Communication
• Proactivity
• Collaboration
• Accountability

Certifications & Qualifications

• Property And Casualty Licenses

Industry Keywords

• Client Service Cycle
• Insurance Standards
• Quality Management Guidelines
• Legal And Regulatory Requirements
• Cross-Selling Opportunities

Tools & Technologies

• EPIC Agency Management System
• Carrier Websites
• Third-Party Computer Programs