Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business.
Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs. Set up and maintain accurate account details, contacts, and policy information in EPIC Attach, organize, and name documents in EPIC Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc. Endorse policy in EPIC Create activities in EPIC and assign applicable team-member. Order loss runs Position Specific Skills / Qualifications Work Experience 0-2 years’ experience in Commercial Property and Casualty Professional Licenses / Certifications Licensed or obtaining state Property & Casualty insurance license within a specified time frame Essential Skills / Competencies Knowledge of Excel, Word, and other MS Office products to include basic formatting Able to learn coverage fundamentals. Dedicated to meeting the expectations and requirements of co-workers and clients.
Able to quickly find common ground and solve problems. Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and / or process to derive a solution. Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. Works to achieve stated objectives and delivers results at the close direction of a senior team member. Education HS Diploma or equivalent Position Summary This position is located in Illinois.
The base salary for this position at the time of this posting may range from $45,000 to $57,000.
Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications.
We offer a competitive benefits package and variable pay programs, please visit https :
Commercial Lines Associate Client Representative • Westmont, IL, US