Commercial Lines Customer Service Associate

• Retaining and servicing an assigned book of business through effective account management and strong client relationships
• Supporting the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries
• Collaborating with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities
• Day-to-day account management of an assigned book of business
• Building courteous and successful relationships with clients, vendors and carriers to improve client retention
• Identifying gaps in coverage and consult leadership or client advisor of options to advise the client
• Assisting in the renewal process for all assigned and prospective clients
• Assisting in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates
• Assisting in growing the assigned book of business through account rounding and referrals
• Supporting marketing and sales teams as needed
• Documenting renewal, sales, and insurance operations compliance documents into the sales management database
• Attending internal and client meetings, as needed
• Following brokerage guidelines, policies and procedures

• RIBO license required (in good standing)
• Knowledge of insurance coverages, contracts, and state regulations where business is conducted
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point
• Proficient knowledge use of office equipment
• 5+ years’ experience in the insurance industry, or a related field
• College Degree in a business-related field. (Preferred)
• Professional Designation specific to area of specialty (i.e., CAIB, CIP). (Preferred)

• College Degree in a business-related field
• Professional Designation specific to area of specialty (i.e., CAIB, CIP)

Package may include base pay, commissions, and/or bonuses