Client Care Representative - Commercial Lines
Core
Support commercial insurance accounts by processing documentation, answering client inquiries, and negotiating coverage and pricing with insurers.
Role type
Commercial insurance associate (client care)
Builds
Long-term client relationships and accurate policy documentation
Domain
Insurance / Commercial Lines
Required skills
Commercial insurance experience, policy documentation processing, client communication, insurer negotiation, Microsoft Office proficiency
Preferred skills
Level 2 Insurance License, industry designations (CIP, CAIB, CRM)
Responsibilities
Process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements), review policy accuracy, contact clients for renewals, take calls and answer coverage questions, negotiate coverage and price with insurers, update client information, answer account questions from clients, lawyers, and banks
Seniority
Entry-level to Junior