Commercial Lines Client Service Agent

The Arizona Group Insurance Brokers; Mesa (AZ); On-site; USD 43,050 - 51,660; Full time

Benefits offered by this job

Quarterly Bonus

Employer paid Medical and Dental

401(k) Employer contribution 3-6%

Annual Employee Profit Sharing Bonus

Optional benefits - Vision, Disability, Group Life

Job summary

An insurance agency is seeking an experienced Commercial Lines Client Service Agent in Mesa, Arizona. This full-time, on-site position involves supporting the Commercial Lines Department, servicing clients, and utilizing agency software. The ideal candidate is licensed in Arizona with a minimum of 3 years in Commercial Property and Casualty Insurance, and possesses strong communication skills. Benefits include pay between $31.25 and $37.50 per hour, along with a quarterly bonus and comprehensive insurance coverage.

Qualifications

• Licensed Property & Casualty Agent in Arizona, in good standing.
• Minimum 3 years of experience in Commercial Property and Casualty Insurance.
• Exceptional organizational and time management skills.

Responsibilities

• Support and assist the Commercial Lines Department following agency standards.
• Maintain a strong understanding of agency programs and systems.
• Process Binders and summaries of insurance in EPIC.

Skills

Licensed Property & Casualty Agent in the State of Arizona

3+ years of Commercial Property and Casualty Insurance experience

Strong written, verbal, and interpersonal communication skills

Strong PC skills with Microsoft Teams, Word, Excel, and Outlook

Organizational and time management skills

Tools

Applied (EPIC) Agency Management System

Tag24

Zywave

DocuSign

Reference Connect

Indio

Job description

Overview

The Arizona Group Insurance Brokers is seeking an experienced Commercial Lines Client Service Agent who can perform back-end processing for the Commercial Team. This is a full-time, on-site position with hybrid-friendly options for an agency with fewer than 100 employees. Website: https://www.arizonagroup.com

Base pay range

$31.25/hr - $37.50/hr

Benefits and compensation

• Full Time: M-F 8:00am - 5:00pm
• Pay: $31.25 - $37.50 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

Responsibilities

• Support and assist the Commercial Lines Department functions following established Agency Standards and Procedures.
• Provide both individual and team support to the Commercial Lines Department and Account Managers within assigned responsibilities.
• Maintain a strong understanding of Agency programs and systems.
• Perform day-to-day service requirements of assigned clients within designated authority.
• Perform duties in accordance with the Commercial Lines Processing Standard.
• Perform online rating for renewals and endorsements to existing policies.
• Order endorsements as required.
• Quality check and send out endorsements to clients.
• Invoice agency bill policies, endorsements, and audits.
• Review audits and request corrections from carriers as needed.
• Perform initial policy check 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 all actions and communications performed on client files.
• Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC.
• Review and send out Customer statements.
• Support AE/Producer as required.
• Become familiar with and utilize technical tools such as Tag24, Zywave, DocuSign, Reference Connect, Indio, and other tools as determined by department leader.
• Assist in training and coaching other staff when needed/requested.
• Perform other essential duties as assigned.

Qualifications

• Licensed Property & Casualty Agent in the State of Arizona – in good standing.
• Minimum 3 years of Commercial Property and Casualty Insurance experience.
• Experience with Applied (EPIC) Agency Management System is preferred.
• 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 Microsoft Teams, Word, Excel, and Outlook.
• Demonstrates continuous learning orientation.
• Exceptional organizational and time management skills.
• Professionalism in appearance, communication, and treatment of others.
• Perform other duties as assigned within the scope of the role.

Senioriority and employment details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Customer Service
• Industries: Insurance

Note: This description reflects the requirements and benefits of this position and is intended for applicants interested in the role with The Arizona Group Insurance Brokers.