Service Representative – Brokerage Placement, Commercial Lines

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

📋 Description

• Conduct policy service operations mainly through phone and electronic communication, which includes requests for policy status, issuing certificates of insurance, following up on renewals, and other related activities.

• Support underwriters with agency-related tasks and execute transactions effectively in a first-time-final manner.

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

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

• Make decisions regarding endorsements, identify relevant markets and qualifying risks, and prioritize daily responsibilities.

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

• Assess individual risks for acceptability according to carrier guidelines, state laws, and surplus lines stipulations.

• Collaborate with agents and internal/external partners on matters related to customer service.

• Suggest improvements for internal processes and operational efficiencies.

• Organize tasks to meet deadlines and adhere to service level agreements.

• Provide agency services by sharing and requesting information, building customer relationships, directing calls, addressing higher-level issues, and supporting brokerage specialists.

• Foster strong relationships with customers, colleagues, and team members.

• Contribute to team objectives by cultivating a profitable portfolio and increasing the number of active policies and premiums.

⛳️ Requirements

• A valid P&C License and Surplus Lines License or L&H License in all states (if necessary for the product line) must be obtained within 45 days.

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

• Capability to assess risks using various carriers' underwriting guidelines, state regulations, and surplus lines criteria.

• Ability to fulfill established service standards, timelines, and service level agreements.

• Strong communication skills to effectively interact with agencies and internal/external partners.

🏝️ Benefits

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Employee Stock Purchase Plan (ESPP).

• 401k plan.

• Assistance with student loans.

• Tuition reimbursement program.

• Access to free mental health and enhanced advocacy services.

• Paid time off.

• Holiday pay.

• Discounts from preferred partners.