Associated Insurance and Risk Management Advisors · 1 day ago
Commercial Lines (P&C) Customer Service Representative
Rolling Meadows,IL,US
Full-time
Hybrid
Entry Level
$55K/yr - $60K/yr
1+ years expAssociated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm. They are seeking a Commercial Lines (P&C) Customer Service Representative to prepare insurance documents, manage client accounts, and support policy changes and renewals.
Financial ServicesInsurance
Responsibilities
Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance
Fulfilling MVR requests and ordering E-Mods
Preparing renewal applications
Preparing applications
Emailing signed forms to carrier/underwriter
Monitoring receipt of policies
Prepare policies for delivery
Obtaining loss experience on all lines of coverage on all accounts
Initiating and following-up on policy changes with various carriers and check when complete
Reviewing and assisting with resolving audit disputes
Setting up new clients in client management system
Monitoring receipt of renewal policies
Preparing client presentations
Sending all documentation to scan, and maintaining files in client management system
Invoicing, including:
Updating billing screens
Obtaining finance agreement quotes
Setting up new applications and updating applications in client management system
Agent of Record Letters
Supports AM & AE – Provides updates once policy is bound
Obtaining online quotes for Flood Policies
Qualification
Required
Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Demonstrates initiative with a willingness to learn and develop professionally
Preferred
1+ years of experience preferred
Illinois P&C License preferred or required after employment
Benefits
Robust dental and health benefits
Mental wellness
Pet insurance
Time off perks
Bonus eligibility
Hybrid work schedule
Company
Associated Insurance and Risk Management Advisors
Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Nikki (.
Executive Assistant to the CEO
Company data provided by crunchbase