Service Representative, Brokerage Placement – Commercial Lines

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

📋 Description

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

• Manage requests for policy status, certificates of insurance, renewal follow-ups, and similar duties.

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

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

• Accurately classify risks and align pricing and products to meet customer needs.

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

• Organize and prioritize daily tasks effectively.

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

• Assess individual risks for acceptability based on carrier guidelines, state regulations, and surplus lines requirements.

• Collaborate with agents and internal/external partners regarding customer service initiatives.

• Suggest improvements for internal process design and operations.

• Schedule assignments to adhere to timelines and service level agreements.

• Provide agencies with service by sharing and soliciting information.

• Direct calls and more complex issues to the relevant individuals.

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

• Contribute to team objectives by developing a profitable book of business and increasing policies in force and premium.

⛳️ Requirements

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

• Undergraduate education in business administration or a related field; degree is preferred.

• A minimum of one year of relevant insurance experience is preferred.

• An undergraduate degree may substitute for one year of related insurance experience.

• Familiarity with multiple carriers' underwriting guidelines, state regulations, and surplus lines requirements.

• Capability to perform policy service and underwriting support tasks via phone and electronically.

• Ability to meet set timelines and service level agreements.

• Proficient communication skills with agencies and internal/external partners.

🏝️ Benefits

• Medical/Rx insurance

• Dental insurance

• Vision insurance

• Life Insurance

• Disability Insurance

• ESPP

• 401k

• Student Loan Assistance

• Tuition Reimbursement

• Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts