Foundation Risk Partners · 2 days ago
Commercial Lines Customer Service Associate
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking a Commercial Lines Customer Service Associate to join their Owens Group team. This role involves providing clerical support to the Commercial Lines department, maintaining efficient operations, and fostering positive relationships with insurance carriers and internal team members.
InsuranceRisk Management
Responsibilities
Participates in the training and mentoring provided by the Commercial Lines
Becomes proficient on the basic Commercial Lines job functions:
Processed within 3 days of receipt
Anti-Arson Processed within 3 days of receipt
Routine Certificates of Insurance and Evidence of If received by 3pm same day turnaround; otherwise next business day
Order Loss
Company required renewal
Prepare Summaries of
Cancellations/Reinstatements
Audits
Excess & Surplus Lines documents
Marshall & Swift evaluations
Auto ID cards
Invoicing
Finance Agreements
Insurance carrier rating systems
Boiler Inspections/Violations
Manages their Home page in EPIC by keeping open activities
Becomes proficient on company rating
Departmental back up on an as-needed
Performs other duties as requested or
As the CSA becomes proficient, cross train on CSR job
Qualification
Required
Superior customer service skills, including empathy
Troubleshooter and collaborative thinker
Organizational and time management skills
Attention to detail and accuracy
Proactive and takes initiative
Ability to work independently or as part of a team
Ability to maintain a positive attitude, express enthusiasm and be flexible
Professional demeanor and appropriately attired for office environment
Respectful to all
Good work ethic including willingness to assist co-workers and work extra hours on priority projects infrequently but as needed
College degree preferred; related office experience, or equivalent insurance
Proficient in Microsoft Office 365
Must obtain NJ or NY Property and Casualty license within six months of hire
Strong verbal and written communication skills
Completion of an insurance professional designation as agreed upon with Commercial Lines
Preferred
Knowledge of Applied EPIC software preferred but not required. Specifically, Word and Excel
Benefits
Comprehensive range of health-related benefit options including medical, vision, and dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Recent News
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