Customer Service Representative

Associated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm committed to a family-oriented culture. They are seeking a Commercial Lines (P&C) Customer Service Representative who will prepare insurance documents, manage client communications, and assist with policy changes and renewals.

Responsibilities

• Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance
• Fulfilling MVR requests and ordering E-Mods
• Preparing renewal applications
• Preparing applications
• Emailing signed forms to carrier/underwriter
• Monitoring receipt of policies
• Prepare policies for delivery
• Obtaining loss experience on all lines of coverage on all accounts
• Initiating and following-up on policy changes with various carriers and check when complete
• Reviewing and assisting with resolving audit disputes
• Setting up new clients in client management system
• Monitoring receipt of renewal policies
• Preparing client presentations
• Sending all documentation to scan, and maintaining files in client management system
• Invoicing, including: Updating billing screens
• Obtaining finance agreement quotes
• Setting up new applications and updating applications in client management system
• Agent of Record Letters
• Supports AM & AE – Provides updates once policy is bound
• Obtaining online quotes for Flood Policies

Skills

• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Demonstrates initiative with a willingness to learn and develop professionally
• 1+ years of experience preferred
• Minnesota P&C License preferred or required after employment

Benefits

• Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
• Culture – We are committed to creating a family-oriented environment.
• Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
• A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
• Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
• Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
• Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.
• Bonus eligibility
• Hybrid work schedule

Company Overview