The Arizona Group Insurance Brokers · 2 weeks ago
Commerical Lines Client Service Agent
Mesa, AZ
Full-time
Hybrid
Mid Level
$31.25/hr - $37.50/hr
3+ years expThe Arizona Group is an Arizona-based Independent Insurance Agency seeking an experienced Commercial Lines Client Service Agent. The role involves supporting the Commercial Lines Department by performing various service requirements for assigned clients and maintaining a strong understanding of agency programs and systems.
Financial ServicesInsurance
Responsibilities
Perform day-to day service requirements of assigned clients within designated authority
Perform duties in accordance with the Commercial Lines Processing Standard
Perform online rating for renewals and endorsements to existing policies
Order endorsements as required
Quality Check and send out endorsements to clients
Invoice agency bill policies, endorsements, and audits
Review audits and request corrections from carriers as needed
Perform initial policy check and send policies to insureds
Process Binders and summaries of insurance in EPIC
Update EPIC applications and schedules for policy renewals
Assist AE/AM in preparation of renewal submissions
Prepare renewal submissions, submit to market, and review quotes as directed by AM/Producer
Assist AM/Producer in proposal preparation
Enter Activity records for all actions and or communication performed on Client Files
Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC
Review and send out Customer statements
Support AE/Producer as required
Become familiar and utilize technical tools such as Tag24, Zywave, DocuSign, Reference Connect, Indio, and other tools as determined by department leader
Assist in training and coaching other staff when needed/requested
Assist department members during absences
Perform other essential duties as assigned
Qualification
Required
Licensed Property & Casualty Agent in the State of Arizona – in good standing
Minimum 3 years of Commercial Property and Casualty Insurance experience
Strong written, verbal, presentation, interpersonal, and communication skills
Demonstrates ability to work both independently and as a member of a team
Strong PC skills with Microsoft Teams, Word, Excel, and Outlook
Demonstrates continuous learning orientation
Exceptional organizational and time management skills
Professionalism in appearance, communication, and treatment of others
Preferred
Experience with Applied (EPIC) Agency Management System
Benefits
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
Company
The Arizona Group Insurance Brokers
The Arizona Group Insurance Brokers is an independent insurance agency that offers a comprehensive suite of insurance solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Ogden
Chief Operating Officer
Paul Cyr
Founder
Company data provided by crunchbase