Large Commercial Lines Customer Service Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Tropolis · 17 hours ago

Large Commercial Lines Customer Service Representative

Tropolis is a technology-enabled independent insurance brokerage dedicated to insuring tomorrow together. They are seeking an experienced Large Commercial Lines Team Assistant to support their Commercial Lines department in servicing large, complex commercial accounts and providing support to Account Managers and Producers.

Financial ServicesInsurancePersonal Finance

Responsibilities

Assist clients with insurance-related inquiries, including endorsements, certificates of insurance, policy changes, and billing questions
Support Account Managers and Producers in servicing a portfolio of large commercial lines accounts, ensuring timely, accurate, and professional service delivery
Prepare, issue, and track certificates of insurance, including setting up and maintaining certificate masters as directed
Accurately process policy changes, renewals, audits, and cancellations in accordance with carrier and agency procedures
Communicate directly with insurance carriers to obtain information, request endorsements, and resolve policy-related matters on behalf of clients
Maintain accurate and up-to-date records in the Applied Epic agency management system, including policy data, documentation, and activity notes
Prepare insurance data and documentation for client correspondence, internal reporting, and Word-based documents
Provide administrative and workflow support to ensure efficient department operations and meet service standards

Qualification

Large commercial lines experienceApplied Epic system knowledgeProperty & Casualty licenseExcel proficiencyVerbal communication skillsWritten communication skillsOrganizational skillsAttention to detail

Required

Minimum of 2 years of experience in large commercial lines insurance customer service; agency experience required
Strong attention to detail, organizational skills, and ability to manage multiple priorities in a deadline-driven environment. Proficient in Excel
Professional verbal and written communication skills
Ability to work independently while collaborating effectively with Account Managers, Producers, and internal teams

Preferred

Strong working knowledge of the Applied Epic (Epic) agency management system, including policy setup, endorsements, certificates, and document management
Active Property & Casualty (P&C) insurance license

Benefits

Health insurance
Paid time off
Retirement plan options
Professional development support

Company

Tropolis

twittertwitter
company-logo
Tropolis Insurance is a national insurance brokerage on the cutting edge of innovation, leveraging technology and data to drive growth.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Unity Partners
2023-10-12Private Equity

Leadership Team

leader-logo
Jeff Mason
Chief Executive Officer
linkedin
Company data provided by crunchbase