Service Representative, Brokerage Placement – Commercial Lines

• Respond to retail agent service inquiries (email/phone) within established service-level standards and route complex items appropriately
• Process endorsements, audits, cancellations, reinstatements, payment status inquiries, and general policy status requests across commercial insurance lines of business including casualty, property, financial, and management lines and various other lines of business
• Issue and deliver Certificates of Insurance
• verify accuracy prior to delivery
• Access carrier portals to retrieve/process endorsements, and other service items as needed
• Follow up on open tasks to close in first time-final mode whenever possible
• Collaborate with brokers and carrier contacts to resolve service issues and clarify requirements
• Escalate non-routine requests or items requiring broker or carrier review
• Follow carrier guidelines, state regulations, surplus lines requirements (as applicable to service tasks), and internal procedures
• May perform other responsibilities as assigned

• Active P&C and Surplus lines licenses (or ability to obtain within 45 days)
• Bachelor’s degree in Business, Risk Management, or related field (preferred)
• 1-2 years commercial lines insurance experience (wholesale or retail)
• commercial servicing experience strongly valued (preferred)
• Professional designations such as CISR, CIC, CPCU, or equivalent (preferred)
• Two or more years of insurance work experience or bachelor’s degree
• Good verbal and written communication skills to interact with customers at all levels
• Excellent time management skills to prioritize daily tasks
• Ability to understand and efficiently utilize manual and automated technology platforms

Professional designations such as CISR, CIC, CPCU, or equivalent

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more