Commercial Lines Client Specialist | P&C License Path

Ross & Yerger Insurance, Inc.; Jackson (MS); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health and welfare benefi

ESOP participation

Parental leave

Generous Paid Time Off

Job summary

Ross & Yerger Insurance, Inc. in Jackson, MS is seeking an Insurance Administrative Associate to process endorsements, policies, and invoicing with accuracy.

You will prepare renewals, certificates, and EPI forms, and support Client Managers with proposals and reports. The role requires at least a high school diploma or equivalent, plus two years of experience or a two-year degree, along with basic data entry skills and strong communication.

Qualifications

• Basic computer/data entry skills using agency management systems, word processing, spreadsheets.
• Good interpersonal skills with customer focus.
• Ability to perform detailed work accurately and efficiently.
• Effective oral and written communication abilities.

Responsibilities

• Process endorsements, audits, policies, cancellations, reporting forms and invoicing per procedures within time frame and accuracy.
• Issue new and renewal certificates of insurance and EPI’s.
• Prepare and secure premium finance agreements and surplus lines non-admitted forms, as well as mod master.
• Obtain P&C license after six months on the job.
• Create/prepare proposals and presentations from direction of Client Managers.
• Prepare various reports and spreadsheets including premium and loss recap and schedules of insurances.
• Input new client data and assist in renewal applications.
• Maintain documentation with scanning procedures, telephone logs, notes, etc.
• Handle client discrepancies in a timely fashion.
• Collect underwriting information (loss runs, MVRs, driver lists, experience mods).
• Sort and distribute mail daily for team.
• Monitor daily suspense to follow up on items requested of clients and carriers.

Skills

Basic computer/data entry skills

Good interpersonal skills

Effective communication

Detail-oriented

Education

High School Diploma or equivalent

Two years of full-time work experience

Two year college degree

Job description

Ross & Yerger Insurance, Inc. in Jackson, MS is seeking an Insurance Administrative Associate to process endorsements, policies, and invoicing with accuracy.

You will prepare renewals, certificates, and EPI forms, and support Client Managers with proposals and reports. The role requires at least a high school diploma or equivalent, plus two years of experience or a two-year degree, along with basic data entry skills and strong communication.