Customer Service Representative
Associated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm committed to a family-oriented culture. They are seeking a Commercial Lines (P&C) Customer Service Representative who will prepare insurance documents, manage client communications, and assist with policy changes and renewals.
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
Skills
- 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
- 1+ years of experience preferred
- Minnesota P&C License preferred or required after employment
Benefits
- Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
- Culture – We are committed to creating a family-oriented environment.
- Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
- A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
- Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
- Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
- Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
- Bonus eligibility
- Hybrid work schedule
Company Overview