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The Service Representative, Brokerage Placement – Commercial Lines will provide policy service and underwriting support by handling policy status requests, certificates of insurance, and risk evaluations while ensuring compliance with company policies and regulations. This role involves collaborating with agents and partners, managing work priorities to meet service level agreements, and contributing to business growth through exceptional customer service and process improvements.
Job Responsibility:
Perform policy service activities primarily by phone and electronically within established time and service standards
Assist underwriters with agency support activities
Make decisions to accept, modify, or decline business of lower complexity
Research information from multiple sources to support underwriting analysis
Review individual risks for acceptability
Consult with agents, internal, and external partners regarding customer service activities
Plan completion of assignments to meet agreed-upon timelines and service level agreements
Provide service to agencies by sharing and requesting information to support the business
Maintain and form relationships by providing quality customer service
Achieve team goals through developing a profitable book of business and strategically growing both policies in force and premium
Requirements:
Undergraduate studies in business administration or related field of study
degree (preferred)
One year of related insurance experience (preferred) will consider undergraduate degree in lieu of experience
P&C License and Surplus Lines License or L&H License in all states (if required by product line) required within 45 days
What we offer:
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