Senior Associate Client Representative

Job Description

Personal Lines Senior Associate Client Representative

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Senior Associate Client Representative to join a team. In this role, you will work independently to support lead service and/or Client Advisors by following established workflows and procedures. You will play a key role in ensuring the accuracy and efficiency of account management processes, while delivering exceptional service to clients.

Compensation Package

• Base Salary Range: $47,400 to $54,100 (based on experience, qualifications, and business needs)
• Benefits: Competitive benefits package and variable pay programs. For more details, please visit our careers page.
  
  

Responsibilities

Primary Responsibilities:

• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• Initiate endorsements, proofs of insurance, and invoices.
• Utilize templates and system-generated letters/forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, and change requests.
• Create activities in EPIC and assign them to applicable team members.
  
  

Other Responsibilities (as Applicable)

• Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
• Generate and send renewal proofs upon request.
• Verify endorsements against requests.
• Perform document maintenance and retrieval.
  
  

Qualifications/Requirements

Work Experience:

• Preferred: 2 years of experience in Personal Property and Casualty insurance.
  
  

Professional Licenses/Certifications

• Must hold a state Property & Casualty insurance license.
  
  

Essential Skills/Competencies

• Proficiency in Microsoft Office Suite (Excel, Word, etc.) with basic formatting skills.
• Familiarity with agency management systems and carrier sites.
• Basic understanding of property and casualty insurance coverage.
• Strong written, oral, and interpersonal communication skills.
• Ability to meet quality standards and handle urgent tasks efficiently.
• Problem-solving skills and the ability to work collaboratively with team members and clients.
• Capability to follow established processes and deliver results under close direction.
  
  

Education

• High School Diploma or equivalent required.