Job Description

Commercial Lines Client Representative

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Client Representative to support a collaborative service team within a mid-market business unit. This role partners closely with Client Managers and Client Executives in a team-based structure to deliver high-quality service and support to commercial clients. The ideal candidate brings a strong foundation in commercial lines servicing, excellent communication skills, and a commitment to providing an exceptional client experience.

Compensation Package

• Salary: Up to $70,000 per year
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle client inquiries and provide exceptional customer service.
• Review and manage client policies, ensuring accuracy and compliance.
• Maintain and update client information in EPIC software.
• Process endorsements, certificates, and other policy-related documentation.
• Assist with quoting new and renewal business.
• Collaborate with team members to ensure seamless client support.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of commercial lines experience at an agency, with a focus on back-end servicing.
• Software Proficiency: Experience with EPIC software preferred.
• Industry Knowledge: Familiarity with mid-market accounts and generalist account types.
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently.
• Preferred Background: Experience working at larger agencies is a plus.

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