Jonus Group
Personal Lines Associate Client Representative
Job Summary Seeking a dedicated and detail-oriented
Personal Lines Associate Client Representative
to join a team. This role is an excellent opportunity for individuals looking to grow their career in the insurance industry. The successful candidate will provide support to Client Managers and Client Advisors by following established workflows and procedures to ensure efficient and effective service delivery.
Compensation Package
Salary: $45,000 annually
Benefits: Comprehensive benefits package, including 401(k) plan
Responsibilities As a Personal Lines Associate Client Representative, your primary responsibilities will include:
Setting up and maintaining accurate account details, contacts, and policy information in EPIC
Processing renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
Attaching, organizing, and naming documents in EPIC
Initiating endorsements, proofs of insurance, and invoices
Utilizing templates and system-generated letters/forms to produce standard communications to clients and carriers
Creating activities in EPIC and assigning them to applicable team members
Additional responsibilities may include:
Pulling items such as MVR, CLUES, Risk Meters, RCE, etc.
Generating and sending renewal proofs upon request
Checking policies and endorsements against requests and completing checklists
Document maintenance and retrieval
Supporting other team members as needed
Qualifications/Requirements
Experience: 0-2 years of experience in Personal Property and Casualty insurance preferred
Licenses/Certifications: State Property & Casualty insurance license preferred or willingness to obtain within a specified timeframe
Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, etc.); familiarity with EPIC software is a plus
Soft Skills:
Strong written, oral, and interpersonal communication skills
Ability to prioritize tasks and manage workflow effectively
Problem-solving skills and a collaborative mindset
Commitment to meeting the expectations of co-workers and clients
Eagerness to learn and improve knowledge of industry standards, coverage fundamentals, and technology
#J-18808-Ljbffr
Job Summary Seeking a dedicated and detail-oriented
Personal Lines Associate Client Representative
to join a team. This role is an excellent opportunity for individuals looking to grow their career in the insurance industry. The successful candidate will provide support to Client Managers and Client Advisors by following established workflows and procedures to ensure efficient and effective service delivery.
Compensation Package
Salary: $45,000 annually
Benefits: Comprehensive benefits package, including 401(k) plan
Responsibilities As a Personal Lines Associate Client Representative, your primary responsibilities will include:
Setting up and maintaining accurate account details, contacts, and policy information in EPIC
Processing renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
Attaching, organizing, and naming documents in EPIC
Initiating endorsements, proofs of insurance, and invoices
Utilizing templates and system-generated letters/forms to produce standard communications to clients and carriers
Creating activities in EPIC and assigning them to applicable team members
Additional responsibilities may include:
Pulling items such as MVR, CLUES, Risk Meters, RCE, etc.
Generating and sending renewal proofs upon request
Checking policies and endorsements against requests and completing checklists
Document maintenance and retrieval
Supporting other team members as needed
Qualifications/Requirements
Experience: 0-2 years of experience in Personal Property and Casualty insurance preferred
Licenses/Certifications: State Property & Casualty insurance license preferred or willingness to obtain within a specified timeframe
Technical Skills: Proficiency in Microsoft Office Suite (Excel, Word, etc.); familiarity with EPIC software is a plus
Soft Skills:
Strong written, oral, and interpersonal communication skills
Ability to prioritize tasks and manage workflow effectively
Problem-solving skills and a collaborative mindset
Commitment to meeting the expectations of co-workers and clients
Eagerness to learn and improve knowledge of industry standards, coverage fundamentals, and technology
#J-18808-Ljbffr