Client Representative, Commercial

Job Summary

The Client Representative(CR)serves as a key point of contact for clients with the agency. This role involvesmanaging client relationships responding to inquiries processing policy changes and supporting the team in delivering exceptional service. The CR ensures that client needs are met efficiently and accurately whilemaintainingcompliance with industry regulations.

Essential Functions

• Developthoroughunderstanding of client businesses their policiespracticesand industries.

• Manage the client service cycle andmonitortimeframesand renewal deadlines.

• Respondtimelyto client inquiries incoming agency managementsystemand company requests.

• Assist in preparing insurance company submissions as directed by Client Manager or Client Executive.

• Revieworder and documentrenewals according to agency non-renewals.

• Review policy documents for accuracy prior to customer delivery.

• Maintain EPIC agency management system with up-to-date informationregardingthe clients current policycoverage( limits endorsements driver/vehicle lists certificate holders etc.)

• Maintain activity system within EPIC on outstanding endorsements correspondence audits reports reporting form coverage claims and follow up on overdue and suspense items;assistinmaintainingexpirationcontrol log

• Rateand issue policies and endorsements through carrier websites.

• Prepare and ensure delivery of certificates account summaries (to include premium and loss experience as well as coverage) endorsements policies lost policy releases FR19s auto identification cards and account balance statuses when requested. Initiate correspondence with companies and clients

• Process and follow up with clients on cancellation/late notice and reinstatement requests.

• Prepare billing following the agencys credit and collection policies.

• Assistin handling promptreviewsof all audits (ratespayrollsand/sales). Arrange for corrections withcustomerandcompanyto protect collection.

• Assistin the reporting of claims for clients and update EPIC with the claim information

• Maintain basic knowledge of insurance/area of specialty.

• Understand and stay current with technical and professional standards.

• Service clientsin accordance withPAR E&O professional service standards E&OPlusquality management guidelineslegal and regulatory requirementsand other practice guidelines.

• Provideexcellentcustomer service both internally and externally.

• Maintain a thorough understanding of carrier practices agency management systems and underwriting requirements.

• Keep Client Managers Client Executives and Risk Advisors fully informed of all-important activities and potential problems on the accounts.

• Identifycross-selling opportunities.

• Additionaljob duties as assigned.

Minimum Education / Abilities / Skills

• High School diploma or GED plusat least2years of insurance experience with handling accounts ata high levelof responsibility.

• Maintain aclient-centric focus; is highly responsive to internal and external stakeholders needs and can manage/meet/exceedexpectations.

• Teamplayerwith a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.

• Ability to work independently with limited supervision.

• Ability to learnthird-partycomputer programs/websites.

• Possessthe following skills:

• Strong oral and written communication

• Proactivity

• Critical thinking

• Organization and time management

• Accounting and analytical

• Strong attention to detail

• Project management

• Demonstrates accountability works well under pressure and can meet deadlines and deliverables.

• Projects confidence in interactions with colleagues and clients.

• Contribute to team efficiency by sharing knowledge and best practices.

• Proficient with Microsoft Office Suite.

Additional Qualifications

• Possessappropriate jurisdictional licenses Property and Casualty

• Experience with Applied EPIC is desired but notrequired.

• Bachelorsdegree in business orotherrelatedfieldis preferred.