Customer Service Representative

Associated Insurance and Risk Management Advisors
Minneapolis, MN

Commercial Lines (P&C) Customer Service Representative


Minneapolis, MN


Description


A career with Associated means an opportunity with an employer that offers:

  1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
  2. Culture – We are committed to creating a family-oriented environment.
  3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
  4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
  5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
  6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
  7. 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.


The Role- What you’ll do as a Commercial Lines (P&C) Customer Service Representative:


  • 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


Requirements


  • 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


Associated Benefits:


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