Senior Associate Client Representative - Personal Insurance Solutions
Overview
Lead support for client advisors by managing accounts and processing renewals in EPIC. Develop relationships and ensure compliance through documentation and communication. Collaborate with teams to deliver efficient service. Stand out by driving client satisfaction and operational excellence.
What You'll Do11
- 1Maintain accurate account details and policy information in EPIC
- 2Process renewals endorsements and proof of insurance
- 3Generate and send renewal proofs upon request
- 4Pull MVR and CLUES data for client reviews
- 5Create and assign EPIC activities to team members
- 6Retrieve and manage document records
- 7Knowledge of Excel Word and agency management systems
- 8Apply state Property & Casualty insurance licenses
- 9Follow established processes to resolve client issues
- 10Communicate effectively with internal and external stakeholders
- 11Meet quality standards and urgent deadlines
Requirements10
- 12+ years experience in Personal Property and Casualty
- 2State Property & Casualty insurance license
- 3Strong knowledge of Excel Word and agency management systems
- 4Education: HS Diploma or equivalent
- 5Physical demands: occasional lifting up to 10 pounds
- 6Dedicated to client and team expectations
- 7Ability to solve problems and meet objectives
- 8Excellent written oral and interpersonal communication skills
- 9Experience with carrier sites and agency platforms
- 10Commitment to diversity and inclusion principles
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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