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    Commercial Insurance Client Service Agent - Mesa, United States - Arizona Federal Insurance Solutions, LLC

    Arizona Federal Insurance Solutions, LLC
    Arizona Federal Insurance Solutions, LLC Mesa, United States

    3 weeks ago

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    Description

    Job Description

    Job DescriptionDescription:

    The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Commercial Insurance Client Service Agent who can perform back end processing for our Commercial Team. This is a full-time, On-site, Hybrid-friendly position for an Agency with less than 100 employees.

    Mandatory Qualifications for Commercial Insurance Client Service Agent:

    · Minimum 2 years of Commercial Lines Insurance experience in an Independent Agency environment

    · Fluent in Issuing Certificates of Insurance

    · Active Arizona Property and Casualty License

    · Experience with Applied Systems Epic is required

    · Exceptional attention to detail and adherence to our level of service and turn-around times

    Examples of Essential Job Duties for Commercial Insurance Client Service Agent:

    · Initiate in Epic, send to carriers or Process online policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes.

    · Follow up with Carriers for Policies & endorsements either via email or via the applicable carrier website

    · Order and read MVR's

    · Request Loss Runs from carriers or retrieve from the applicable carrier website

    · Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, proof of auto insurance, and all similar documents for accuracy and prepare correspondence to insureds and/or carriers as needed

    · Review and adhere to processing procedures to incorporate the capabilities of the system into the daily workflow and streamline the workflow

    · Respond to internal and external inquiries and/or requests in a timely manner

    · Work closely with Account Managers to develop the skills and insurance knowledge necessary to perform assigned tasks

    · Other duties as assigned

    Certificate Processing for Commercial Lines Client Service Agent:

    · Review Insurance Requirements for compliance

    · Understand and review AI forms for the correct application

    · When required, process changes/endorse Epic accordingly (Designated AIs/NOC/WOS) and submit to carrier

    · Issue certificates in CSR24 (Including: Create templates/Add forms/Review existing templates for coverage/forms accuracy)

    · Document Epic accordingly (attach original request/Attach certificate issued) and use activity notes when needed

    Requirements:

    Additional Knowledge Skills, Abilities, and Details:

    · Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures

    · Must possess excellent verbal and written communication skills and enjoy working with people in a high volume customer service environment

    · Ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment

    · Candidate must be able to assist 1 to 2 Account Managers

    · Candidate must be available during 8-5 pm Arizona Time

    · Company equipment will be provided.

    · Compensation is DOE with a potential bonus

    Benefits and Compensation Commercial Insurance Client Service Agent:

    • Full Time - M-F 8:00am- 5:00pm
    • Pay: $ $32.00 per hour
    • 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
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