The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Commercial Insurance Client Service Agent who can perform back end processing for our Commercial Team.
This is a full-time, On-site, Hybrid-friendly position for an Agency with less than 100 employees. https://www.arizonagroup.com
Benefits and Compensation For Commercial Insurance Client Service Agent
Full Time - M-F 8:00am- 5:00pm
Pay: $25.00 - $31.25 per hour
Quarterly Bonus
Employer paid Medical and Dental, LTD, Group Life, EAP
Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
401(k) Employer contribution 3-6%
Annual Employee Profit Sharing Bonus
Mandatory Qualifications For Commercial Insurance Client Service Agent
Minimum 2 years of Commercial Lines Insurance experience in an Independent Agency environment
Fluent in Issuing Certificates of Insurance
Active Arizona Property and Casualty License
Experience with Applied Systems Epic is required
Exceptional attention to detail and adherence to our level of service and turn-around times
Examples of Essential Job Duties for Commercial Insurance Client Service Agent:
Initiate in Epic, send to carriers or Process online policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes.
Follow up with Carriers for Policies & endorsements either via email or via the applicable carrier website
Order and read MVR's
Request Loss Runs from carriers or retrieve from the applicable carrier website
Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, proof of auto insurance, and all similar documents for accuracy and prepare correspondence to insureds and/or carriers as needed
Review and adhere to processing procedures to incorporate the capabilities of the system into the daily workflow and streamline the workflow
Respond to internal and external inquiries and/or requests in a timely manner
Work closely with Account Managers to develop the skills and insurance knowledge necessary to perform assigned tasks
Other duties as assigned
Certificate Processing For Commercial Lines Client Service Agent
Review Insurance Requirements for compliance
Understand and review AI forms for the correct application
When required, process changes/endorse Epic accordingly (Designated AIs/NOC/WOS) and submit to carrier
Issue certificates in CSR24 (Including: Create templates/Add forms/Review existing templates for coverage/forms accuracy)
Document Epic accordingly (attach original request/Attach certificate issued) and use activity notes when needed
Requirements
Additional Knowledge, Skills, Abilities, and Details:
Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures
Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment
Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment
Candidate must be able to assist 1 to 2 Account Managers
Candidate must be available during 8-5 pm Arizona Time