Commercial Lines Customer Service Associate

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a detail-oriented individual to provide clerical support to their Commercial Lines department. This role involves maintaining efficient operations and fostering positive relationships with insurance carriers and internal team members.

Responsibilities

• Participates in the training and mentoring provided by the Commercial Lines
• Becomes proficient on the basic Commercial Lines job functions:
• Processed within 3 days of receipt
• Anti-Arson Processed within 3 days of receipt
• Routine Certificates of Insurance and Evidence of If received by 3pm same day turnaround; otherwise next business day
• Order Loss
• Company required renewal
• Prepare Summaries of
• Cancellations/Reinstatements
• Audits
• Excess & Surplus Lines documents
• Marshall & Swift evaluations
• Auto ID cards
• Invoicing
• Finance Agreements
• Insurance carrier rating systems
• Boiler Inspections/Violations
• Manages their Home page in EPIC by keeping open activities
• Becomes proficient on company rating
• Departmental back up on an as-needed
• Performs other duties as requested or
• As the CSA becomes proficient, cross train on CSR job

Skills

• Superior customer service skills, including empathy
• Troubleshooter and collaborative thinker
• Organizational and time management skills
• Attention to detail and accuracy
• Proactive and takes initiative
• Ability to work independently or as part of a team
• Ability to maintain a positive attitude, express enthusiasm and be flexible
• Professional demeanor and appropriately attired for office environment
• Respectful to all
• Good work ethic including willingness to assist co-workers and work extra hours on priority projects infrequently but as needed
• College degree preferred; related office experience, or equivalent insurance
• Proficient in Microsoft Office 365
• Must obtain NJ or NY Property and Casualty license within six months of employment
• Strong verbal and written communication skills
• Completion of an insurance professional designation as agreed upon with Commercial Lines
• Knowledge of Applied EPIC software preferred but not required. Specifically, Word and Excel

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

Company Overview