*We often work from home, but candidates must be reside within 50 miles of our Torrance office and be willing to come in as needed, at manager's discretion*

*This is a career-track position; this role is the starting point for building a career in the commercial insurance industry. We are growing, and are looking for people who want to grow with us.*

Summary
Under the direction of the Vice President, the Customer Service Representative services a book of
commercial lines business. Works with Account Managers, Account Representatives, Account
Executives, and Client Executives in handling all the inside service work associated with the client's
program, including all endorsement activity, routine coverage questions, problem solving, renewal
control, preparation of formal proposals, checking and booking policies.

Essential Duties & Functions
Other duties may be assigned.
• Responsible for intake, issuance, and distribution of all certificates of insurance.
• Process all policy change requests includes but is not limited to the following; endorsement
change, invoicing additional premiums preparing check request, mailing documents, etc.
• Work with Account Representative, Account Manager, Account Executive, Client Executive,
prepares annual and/or interim insurance policy audits, Insurance applications.
• Work with Account Representative, Account Manager, Account Executives, and Client
executives to prepare client policy renewals and preparing proposals
• Under the direction of the Account Manager, Account Executive, assist with preparing
broker of record letter, new account set-up, competitive bids
• Under the direction of the Account Manager, Account Executive, assist with billing of
premiums associated with policy transactions
• Inputs and maintains record of all activities in AMS 360
• Participate in seminars and educational classes for development of skills and knowledge.
• Provides high quality of work with professional demeanor and technical accuracy.
• Performs miscellaneous duties and projects as assigned.

NON-ESSENTIAL
Other duties may be assigned
▪ Performs special projects and other miscellaneous duties as assigned by management.
▪ Follows up to complete any assigned work.
▪ Maintains high ethical standards in the work place
▪ Reports all irregular issues and problems to management for solution.
▪ Maintains good communication with management, office staff members and outside
contacts.
▪ Complies with all company policies and procedures.
▪ Responsible for maintaining a clean and safe working area by participating in all aspects of
the Company's Safety Program.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
disabilities to perform the essential functions.
• High school diploma or general education degree (GED) and minimum two-years related
experience and/or training preferred.
• Proficient with MS Office Suite.
• Strong mathematical and analytical skills.
• Excellent verbal and written communication skills.
• Exceptional customer service skills.
• Ability to exercise independent judgment.
• Ability to work independently and make accurate decisions and demonstrate good
judgement.
• Must obtain and maintain active Life/Accident and Health Insurance Agent License within 6 months.
• Maintain positive working relationships and clear communication with co-workers, vendorsand insurance carriers.
• Detail oriented with excellent organizational and time/project management skills

Competency: To perform the job successfully, an individual should demonstrate the following
competencies:
• Communication: Communication refers to the ability to inform orally and in writing, with
clarity and good effect. It means to understand clearly and quickly when instructions or orders
are received. It means judgment about what information is important and what is not, and
what should be communicated, how, to whom and when.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for
additional resources; Sets goals and objectives.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote
quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Customer Focus: Acts with customers in mind. Establishes and maintains effective
relationships with customers and gains their trust and respect.
• Customer Service: Refers to the ability to satisfy the expectations and requirements of
customers, both internal and external. Displays courtesy and sensitivity and responds
promptly to service requests. Identifies customer needs and explains services clearly.
• Drive for Results: Pursues goals with energy, drive, and a need to finish. Does not give up,
faces resistance or setbacks well; pushes self and others for results.
• Priority Setting: Plans and organizes work activities. Knows what will help or hinder
accomplishing a goal.
• Problem Solving: Able to solve problems using logic, judgement, and data to determine
effective solutions

Work Environment:
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. Reasonable accommodations may
be made to enable individuals with disabilities to perform the essential functions.
High pressured, fast-paced environment with significant telephone and personal disruption. Large
number of multiple steps in complex system performed with accuracy and speed is essential to the
successful completion of tasks.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee
to successfully perform the essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; talk and
hear; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee is often required
to sit. Specific vision abilities required by this job include ability to adjust focus when using
computers tablets or other electronic devices.

Essential Weight Lifting/Force Exertion Requirements:

Less than 1/3 of time:
Up to 100 pounds with lifting aid
1/3 to 2/3 of time:
Up to 50 pounds
More than 2/3 of time:
Up to 10 pounds

The above job description identifies the essential job functions and skills needed by the person or
persons assigned to this position. These job functions and skills are not intended to be a complete
and exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential job functions. The
information contained herein is subject to change at the Company's discretion.