Associated Insurance and Risk Management Advisors ยท 13 hours ago
Commercial Lines (P&C) Senior Customer Service Representative
Rolling Meadows,IL,US
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $65K/yr
3+ years expAssociated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm seeking an experienced Property and Casualty Senior Customer Service Representative. The role involves assisting clients with policy inquiries, collaborating with Account Managers, and maintaining accurate client records while ensuring compliance with industry regulations.
Financial ServicesInsurance
Responsibilities
Assist clients with policy inquiries, coverage questions, and claims processing, ensuring timely and accurate resolution of issues
Collaborate with Account Manager and insurance carriers to obtain quotes, process policy changes, and facilitate policy renewals
Maintain accurate client records and documentation in our agency management system, ensuring compliance with industry regulations and internal policies
Prepare insurance documents such as auto ID cards, Certificates of Insurance, and Evidence of Insurance
Fulfill MVR requests and order E-Mods
Prepare renewal applications and applications for new clients
Email signed forms to carriers/underwriters and monitor receipt of policies
Prepare policies for delivery and obtain loss experience on all lines of coverage for all accounts
Initiate and follow-up on policy changes with various carriers and check when complete
Review and assist with resolving audit disputes
Set up new clients in the client management system and monitor receipt of renewal policies
Prepare client presentations and send all documentation to scan, maintaining files in the client management system
Handle invoicing, including updating billing screens, obtaining finance agreement quotes, and setting up new applications and updating applications in the client management system
Process Agent of Record Letters
Support Account Managers and Account Executives by providing updates once policies are bound
Obtain online quotes for Flood Policies
Obtain online quotes for various lines of coverage
Handle small renewal accounts independently (up to $100,000 in premium) as assigned by Team Lead
Qualification
Required
Minimum of 3-5 years of experience in Property and Casualty insurance customer service roles
Active Property and Casualty insurance license required
Proficiency in insurance agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office suite
Strong understanding of Property and Casualty insurance products, coverage types, and policy endorsements
Excellent communication skills, both verbal and written, with the ability to effectively interact with clients, colleagues, and insurance carriers
Detail-oriented with strong organizational skills and the ability to prioritize tasks in a fast paced environment
Demonstrated ability to work independently as well as part of a collaborative team
Commitment to maintaining confidentiality and adhering to ethical standards in handling client information
Preferred
Bachelor's degree in Business Administration, Insurance, or related field preferred
Benefits
Robust dental and health benefits, which includes mental wellness
Pet insurance
Time off perks
Hybrid work schedule
Bonus eligibility
Company
Associated Insurance and Risk Management Advisors
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Nikki (.
Executive Assistant to the CEO
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