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About the Role

This role provides essential support to internal Commercial Lines teams by underwriting company products against Epic data, preparing policies for delivery, and resolving discrepancies. You will maintain client relationships and identify opportunities for account growth.

Responsibilities

• Provide support to internal Commercial Lines teams in obtaining, maintaining, expanding and servicing accounts by underwriting all company products against Epic data
• Prepare policies and product for delivery to insured and invoicing; prepare summaries according to guidelines include a check policy and agency management system for accuracy
• Refer gaps in coverage and other account deficiencies to account manager
• Resolve coverage/pricing discrepancies with insurance company
• Process binder bills/deposit bills and signed finance agreements with deposits
• Maintain effective working relationships with current and prospective clients, producers, company and agency associates
• Identify cross sell, account round, and up-sell opportunities
• Support miscellaneous duties as requested

Requirements

• At least one-year insurance experience in account servicing
• Property/Casualty License (all lines)
• Relevant knowledge of insurance products, documents and usages
• Word and Excel skills are a must
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Open to continuing education
• Positive attitude, even in a fast-paced environment
• A passion to achieve results, and the resourcefulness to do so
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision-making skills
• Precise communication skills, verbal and written, even under time constraints

Skills

• Applied/EPIC experience is preferred

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• At least one-year insurance experience

Education Level

• College degree preferred

Salary/Compensations

• $51,498.15 to $85,830.25

Benefits

• Competitive salary
• Referral bonuses
• Medical
• Dental
• Vision
• 3 weeks of PTO
• Generous holiday schedule
• Company 401K contribution
• Educational support
• Career development
• Growth opportunities
• Job Security
• Flexibility
• Unlimited Volunteer Time Off

About the Company

• Not a call center environment
• Achieve success by building genuine relationships together, with our teams and clients
• Family owned insurance broker (nearly 70 years!)
• Deeply committed to the communities we serve and love to get involved
• Work hard and play hard!!!