PL Associate Client Representative
The Jonus Group, New York, NY, United States
Job Description
Personal Lines Associate Client Representative - Standard / Middle Market
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Associate Client Representative to join a team. In this role, you will provide essential support to Client Managers and Client Advisors by following established workflows and procedures. You will play a key role in maintaining accurate account details, processing policy-related tasks, and ensuring exceptional service delivery to the clients. This position offers an excellent opportunity to grow your career in the insurance industry within a dynamic and supportive environment.
Compensation Package
Base Salary Range: $52,000 to $64,200 (depending on experience, qualifications, and business needs).
Benefits: Competitive benefits package and variable pay programs.
Responsibilities
Primary Duties:
Set up and maintain accurate account details, contacts, and policy information in EPIC.
Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
Attach, organize, and name documents in EPIC.
Initiate endorsements, proofs of insurance, and invoices.
Leverage templates and system-generated letters/forms to produce standard communications (e.g., BOR, client pre-renewal letters, proposal letters, change requests).
Create activities in EPIC and assign them to applicable team members.
Additional Duties (as applicable):
Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
Generate and send renewal proofs upon request.
Perform policy checks and complete checklists.
Verify endorsements against requests.
Maintain and retrieve documents as needed.
Qualifications/Requirements
Experience:
0-2 years of experience in Personal Property and Casualty insurance.
Licenses/Certifications:
State Property & Casualty insurance license (or willingness to obtain within a specified timeframe).
Skills and Competencies:
Proficiency in Microsoft Office Suite (Excel, Word, etc.) with basic formatting skills.
Ability to learn and understand insurance coverage fundamentals.
Strong written, oral, and interpersonal communication skills.
Dedication to meeting the expectations and requirements of coworkers and clients.
Problem-solving skills and the ability to find common ground in challenging situations.
Commitment to continuous learning and staying updated on industry trends, products, and technologies.
Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
Ability to work under close direction and deliver results in a timely manner.
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Compensation Package
Base Salary Range: $52,000 to $64,200 (depending on experience, qualifications, and business needs).
Benefits: Competitive benefits package and variable pay programs.
Responsibilities
Primary Duties:
Set up and maintain accurate account details, contacts, and policy information in EPIC.
Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
Attach, organize, and name documents in EPIC.
Initiate endorsements, proofs of insurance, and invoices.
Leverage templates and system-generated letters/forms to produce standard communications (e.g., BOR, client pre-renewal letters, proposal letters, change requests).
Create activities in EPIC and assign them to applicable team members.
Additional Duties (as applicable):
Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
Generate and send renewal proofs upon request.
Perform policy checks and complete checklists.
Verify endorsements against requests.
Maintain and retrieve documents as needed.
Qualifications/Requirements
Experience:
0-2 years of experience in Personal Property and Casualty insurance.
Licenses/Certifications:
State Property & Casualty insurance license (or willingness to obtain within a specified timeframe).
Skills and Competencies:
Proficiency in Microsoft Office Suite (Excel, Word, etc.) with basic formatting skills.
Ability to learn and understand insurance coverage fundamentals.
Strong written, oral, and interpersonal communication skills.
Dedication to meeting the expectations and requirements of coworkers and clients.
Problem-solving skills and the ability to find common ground in challenging situations.
Commitment to continuous learning and staying updated on industry trends, products, and technologies.
Strong organizational skills with the ability to prioritize tasks and manage workflow effectively.
Ability to work under close direction and deliver results in a timely manner.
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