Match score not available

Client Service Specialist

Remote:

Full Remote

Contract:

Full time

Experience:

Junior (1-2 years)

Work from:

United States

Offer summary

Qualifications:

High school graduate or equivalent., Prior customer service and/or office administration experience required., Current Indiana Property Casualty license needed within 90 days., Proficiency with Microsoft products required., Detail-oriented, able to work in a fast-paced environment..

Key responsabilities:

Provide support in processing commercial lines insurance policies.
Enter information into the agency management system.
Process policy change requests and issue certificates.
Research and resolve customer inquiries related to policyholder maintenance.
Manage audits, endorsements, cancellations, and renewals.

EPIC Insurance Brokers & Consultants Insurance Large https://linktr.ee/

1001 - 5000 Employees

See more EPIC Insurance Brokers & Consultants offers

Job description

Summary:
Position interacts with customers and employees as the first point of contact at EPIC Insurance Midwest to provide requested information. Assist with other projects as needed by different business lines.

Duties and Responsibilities:
• Provide support to Account Coordinators in the processing of commercial lines insurance policies
• Entering information into the agency management system
• Requesting and processing policy change requests
• Issuing certificates of insurance, evidence of property, and auto identification cards
• Responsibility for processing audits, endorsements, cancellations and other non-renewal items including checking/verifying coverages and entering complete detail into Sagitta
• Create Page Marks & Page Descriptions in Imaging System
• Print schedules needed as part of renewal marketing process
• Issue Bonds
• Order Motor Vehicle Reports for Company Use
• Direct accountability for researching and resolving customer inquiries as it relates to policyholder maintenance.
Qualifications:
• High school graduate or equivalent. College degree a plus.
• Prior customer service, office administration, and/or insurance experience is required; prior commercial lines insurance experience a plus.
• A current Indiana Property & Casualty license is necessary or must be willing and able to obtain within 90 days of hire.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft products.
• Previous Agency Management systems experience a plus, Vertafore/ Sagitta preferred.
• Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred.
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines, work with a sense of urgency and have excellent customer service skills.

We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. EOE M/F/Vet/Disabled

WHY JOIN EPIC?

Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

#LG2