Service Representative, Brokerage Placement – Commercial Lines
Core
Provide policy service and underwriting support by handling policy status requests, certificates of insurance, risk evaluations, and assisting underwriters with agency support activities.
Role type
Service Representative, Brokerage Placement – Commercial Lines
Builds
Policy service transactions and underwriting support for commercial insurance clients
Domain
Insurance (Commercial Lines, Construction, General Casualty, Environmental Liability, etc.)
Required skills
Policy status management, Certificate of Insurance (COI) issuance, Risk evaluation, Underwriting guidelines application, State regulations compliance, Surplus lines requirements knowledge, Endorsement decision-making, Multi-source research, Service level agreement management, Client relationship building
Preferred skills
P&C License, Surplus Lines License, L&H License, Undergraduate degree in business administration, 1 year of related insurance experience
Technologies
Electronic policy systems, Phone communication tools
Responsibilities
Handle policy status requests and COI requests; Assist underwriters with agency support activities; Make decisions to accept, modify, or decline lower complexity business; Research information from multiple sources to support underwriting analysis; Review individual risks for acceptability based on carrier guidelines and regulations; Consult with agents and partners regarding customer service activities; Plan completion of assignments to meet service level agreements; Provide service to agencies by sharing and requesting information; Maintain relationships with peers and team members; Achieve team goals by developing a profitable book of business
Seniority
Entry-level to Junior, individual contributor