Client service representative

OVERVIEW Avon-Dixon, an Alera Group Company is seeking a Commercial Lines Client Services Representative to join their Commercial Lines Property & Casualty team.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization! The Avon-Dixon Insurance Agency is a full-service insurance agency with a rich history dating back to 1850.

Our independent agents have developed strong relationships with multiple insurance carriers allowing our agents to compare coverage and pricing to find clients the best insurance policies at the best rate.

As a Commercial Lines Client Services Representative, you will serve as the primary service provider on a commercial book of business and be the point of contact for those clients.

The Commercial Lines Client Service Representative will work both independently with clients and with producers to service existing personal lines policies and also quote new products for existing and new clients.

RESPONSIBILITIES Adhere to all agency operational policies / processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs.

Prepare quotes, explain coverage, and make recommendations to ensure client / prospects understand coverage Request endorsements and policy changes from the insurance company.

Negotiate with carriers to create the best combination of coverage and premium. Follow up on billing issues. Collect new and renewal data on assigned accounts.

Identify cross-selling opportunities on current clients. Stay informed of industry changes and product offerings. Attend training and meetings held by the agency.

QUALIFICATIONS High school diploma or equivalent is required. Minimum of three (3) years of experience in related position, preferred.

Property & Casualty Insurance License required. Working knowledge of commercial insurance products and services, along with the operating policies and procedures that impact those products.

BENEFITS We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-Remote #LI-AM1High school diploma or equivalent is required.

Minimum of three (3) years of experience in related position, preferred. Property & Casualty Insurance License required.

Working knowledge of commercial insurance products and services, along with the operating policies and procedures that impact those products.

Adhere to all agency operational policies / processes to ensure client satisfaction and delivery of quality service to manage and meet unique client needs.

Set up and maintain accurate and complete client data in agency management system. Respond to client, producer, mortgage company and company underwriter requests in a timely, effective, and professional manner.

Prepare quotes, explain coverage, and make recommendations to ensure client / prospects understand coverage Request endorsements and policy changes from the insurance company.

Negotiate with carriers to create the best combination of coverage and premium. Follow up on billing issues. Collect new and renewal data on assigned accounts.

Identify cross-selling opportunities on current clients. Stay informed of industry changes and product offerings. Attend training and meetings held by the agency.

Last updated : 2024-05-09