Customer Service Representative

Are you looking for a company that offers growth and a great work life balance? Come and join our successful Associated team where we are committed to going above and beyond for our employees, clients, and carriers because your future is our present.
Outstanding career opportunity: for a dynamic and driven individual that is looking to grow their career by working exclusively with our Commercial Lines (P&C) department and providing extraordinary customer service to our clients.

Our ideal candidate: is a self-starter with 3+ years of experience in an insurance setting, with a working knowledge of agency management systems such as EPIC. This is a great opportunity for an individual who can multi-task and enjoys working as part of a supportive team. Must have an Ohio P&C License with knowledge of insurance industry coverages, terms, and conditions.

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 youll do as a Commercial Lines (P&C) Customer Service Representative:

• Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance, and fulfilling MVR requests
• Preparing renewal applications
• Obtaining loss experience on all lines of coverage on all accounts
• Initiating and following-up on policy changes with various carriers
• 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, updating billing screens, setting up new applications and updating applications in client management system
• Obtaining online quotes for Flood Policies

Requirements and Qualifications:

• 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
• Property and Casualty License (State of Ohio)