Commercial P & C Sales Agent | Mesa, AZ

Job Title: Commercial P & C Sales Agent (Commercial Line Client Service Agent)

Location: Mesa, AZ **Hybrid after training**

Pay: $60,000 - $65,000

Job Description:

• Perform day-to day service requirements of assigned clients within designated authority

• Perform duties in accordance with the Commercial Lines Processing Standard

• Perform online rating for renewals and endorsements to existing policies

• Order endorsements as required

• Quality Check and send out endorsements to clients

• Invoice agency bill policies, endorsements, and audits

• Review audits and request corrections from carriers as needed

• Perform initial policy check and send policies to insureds

• Process Binders and summaries of insurance in EPIC

• Update EPIC applications and schedules for policy renewals

• Assist AE/AM in preparation of renewal submissions

• Prepare renewal submissions, submit to market and review quotes as directed by AM/Producer

• Assist AM/Producer in proposal preparation

• Enter Activity records for all actions and or communication performed on Client Files

• Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC

• Review and send out Customer statements

• Support AE/Producer as required

• Become familiar and utilize technical tools such as Tag24, Zywave, DocuSign, and Reference Connect as needed

• Assist in training and coaching other staff when needed/requested

• Assist department members during absences

Ideal Candidate:

• Experience with Applied (EPIC) agency management system REQUIRED

• 2 years of Commercial Property and Casualty Insurance experience

• 2 year of Brokerage Model experience

• Licensed Property & Casualty Agent in the State of Arizona – in good standing

• Strong written, verbal, presentation, interpersonal, and communication skills

• Demonstrates ability to work both independently and as a member of a team

• Strong PC skills with Microsoft Word, Excel and Outlook

On-boarding Requirements:

• High School Diploma or equivalent (GED)

• Criminal Background & Drug Screening

• 2 verifiable employment references

Please read requirements carefully as we are prioritizing those that meet the requirements.

To Apply for this Job: Click the Apply Online button, then:

• If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job - NOTIFY YOUR RECRUITER OF INTEREST IN JOB ORDER: 140387

• If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application - then schedule a time with a recruiter https://calendly.com/cornerstonestaffingjf/zoom-interview

#ZIP