Commercial Lines Client Service Agent

The Arizona Group
US - Arizona - Mesa
January 31, 2025

The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking an experienced Commercial Lines Client Service Agent who can perform back end processing for our Commercial Team.

This is a full-time position for an Agency with less than 100 employees. ***

Benefits and Compensation: Commercial Lines Client Service Agent

Full Time: M-F 8:00am - 5:00pm
Pay: $25.00 - $31.25 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

Accountability: Commercial Lines Client Service Agent

Support and assist the Commercial Lines Department functions following established Agency Standards and Procedures. Provide both individual and team support to the Commercial Lines Department and Account Managers within assigned responsibilities. Maintain a strong understanding of Agency programs and systems.

Qualifications: Commercial Lines Client Service Agent

Licensed Property & Casualty Agent in the State of Arizona - in good standing.
Minimum 2 years of Commercial Property and Casualty Insurance experience.
Experience with Applied (EPIC) Agency Management System is required.
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

Responsibilities: Commercial Lines Client Service Agent

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.

Read the full job description and apply online on the recuiter's web-site

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