Associated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm. They are seeking a Commercial Lines (P&C) Customer Service Representative to prepare insurance documents, manage client accounts, and support the team in various administrative tasks.
Responsibilities
- Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance
- Fulfilling MVR requests and ordering E-Mods
- Preparing renewal applications
- Preparing applications
- Emailing signed forms to carrier/underwriter
- Monitoring receipt of policies
- Prepare policies for delivery
- Obtaining loss experience on all lines of coverage on all accounts
- Initiating and following-up on policy changes with various carriers and check when complete
- Reviewing and assisting with resolving audit disputes
- Setting up new clients in client management system
- Monitoring receipt of renewal policies
- Preparing client presentations
- Sending all documentation to scan, and maintaining files in client management system
- Invoicing, including:
- Updating billing screens
- Obtaining finance agreement quotes
- Setting up new applications and updating applications in client management system
- Agent of Record Letters
- Supports AM & AE – Provides updates once policy is bound
- Obtaining online quotes for Flood Policies
Skills
- Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
- Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
- Demonstrates initiative with a willingness to learn and develop professionally
- Illinois P&C License preferred or required after employment
- 1+ years of experience preferred
Benefits
- Bonus eligibility
- Hybrid work schedule
- Robust dental and health benefits, which includes mental wellness
- Pet insurance
- Time off perks
Company Overview
Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present. It was founded in 1890, and is headquartered in Rolling Meadows, Illinois, USA, with a workforce of 51-200 employees. Its website is https://assocagencies.com/.
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