Personal Lines Senior Associate Client Representative

Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.
May also be responsible for other responsibilities, as applicable. Primary Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Work Experience
Preferred 2+ years’ experience in Personal Property and Casualty Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. Education HS Diploma or equivalent
Physical Demands
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.