Service Representative, Brokerage Placement – Commercial Lines

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Conduct policy service activities mainly via phone and electronic means.

• Manage requests for policy status, insurance certificates, follow-up on renewals, and related duties.

• Support underwriters with agency-related activities and ensure transactions are completed in a first-time-final manner.

• Accept, adjust, or reject lower-complexity business in accordance with established policies, practices, and standards.

• Accurately assess risk classifications and align pricing and products with customer needs.

• Make decisions on endorsements and identify suitable markets and qualifying risks.

• Gather information from various sources to assist in underwriting analysis.

• Evaluate individual risks for acceptability based on carrier guidelines, state laws, and surplus lines criteria.

• Collaborate with agents and both internal and external partners on customer service matters.

• Suggest improvements for internal process design and operations.

• Organize tasks to comply with timelines and service level agreements.

• Provide agency support, direct calls, manage higher-level issues, and assist brokerage specialists.

• Foster relationships with customers, peers, and team members through exceptional service.

• Contribute to the growth of a profitable book of business, maintaining policies in force, and premium levels.

⛳️ Requirements

• P&C License and Surplus Lines License or L&H License in all states (as required by product line) must be obtained within 45 days.

• Completion of undergraduate studies in business administration or a related field; a degree is preferred.

• At least one year of related insurance experience is preferred.

• An undergraduate degree may be considered in place of experience.

• Capability to perform policy service tasks via phone and electronically while adhering to established time and service standards.

• Proficiency in managing policy status requests, insurance certificates, renewal follow-ups, and related activities.

• Ability to assess risks using underwriting guidelines from multiple carriers, state regulations, and surplus lines requirements.

• Skill in determining risk classifications, applicable markets, qualifying risks, and the acceptability of endorsements.

• Capacity to research information from various sources and accurately capture verbal or electronic data.

• Ability to prioritize tasks effectively and meet timelines and service level agreements.

• Strong communication skills for effective interaction with agencies and internal and external partners.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Discounts with Preferred Partners.