Commercial Lines Client Service Agent

The Arizona Group is an Arizona-based Independent Insurance Agency seeking an experienced Commercial Lines Client Service Agent who can perform back-end processing for their Commercial Team. The role involves supporting the Commercial Lines Department and Account Managers, maintaining a strong understanding of Agency programs and systems. Responsibilities 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 Become familiar and utilize technical tools such as CSR24, Zywave, DocuSign, Reference Connect, Indio, and other tools as determined by department leader Assist in training and coaching other staff when needed/requested Assist department members during absences Skills Licensed Property & Casualty Agent in the State of Arizona – in good standing Minimum 1 year of Commercial Property and Casualty Insurance experience 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 Teams, Word, Excel, and Outlook Demonstrates continuous learning orientation Exceptional organizational and time management skills Professionalism in appearance, communication, and treatment of others Experience with Applied (EPIC) Agency Management System is preferred Benefits Quarterly Bonus Employer paid Medical and Dental, LTD, Group Life, EAP Optional benefits - Vision, Disability, Group Life, AFLAC, Pet Care Insurance 401(k) Employer contribution 3-6% Annual Employee Profit Sharing Bonus Company Overview The Arizona Group Insurance Brokers is an independent insurance agency that offers a comprehensive suite of insurance solutions. It was founded in 1993, and is headquartered in Azusa, California, USA, with a workforce of 51-200 employees. Its website is