Job Description

Commercial Lines Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Client Representative to join a collaborative and professional team. This position focuses on servicing middle-market commercial accounts and works closely with account management and client leadership partners to ensure high-quality service delivery. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and the ability to manage day-to-day servicing responsibilities efficiently.

Compensation Package

• Salary: Up to $60,000 per year (depending on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Handle client inquiries and provide exceptional customer service.
• Review and manage insurance policies, ensuring accuracy and compliance.
• Maintain and update client information in the EPIC system.
• Process endorsements, certificates, and other administrative tasks.
• Assist with quoting new and renewal business.
• Collaborate with the Client Manager and Client Executive to ensure seamless service delivery.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of commercial lines experience in an agency setting, with a focus on back-end servicing.
• Technical Skills: Proficiency in EPIC software is preferred.
• Industry Knowledge: Familiarity with mid-market accounts and generalist insurance practices.
• Education: High school diploma or equivalent; additional certifications or training in insurance is a plus.
• Soft Skills: Strong attention to detail, excellent communication skills, and the ability to work collaboratively in a team-oriented environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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