Property and Casualty Associate

Job Summary

Supporting the service of an assigned book of business, the full-time Client Service Associate will assist with policy changes, endorsements, billing inquiries, and day-to-day client needs in a remote environment, contributing to policy accuracy and client satisfaction.

Key responsibilities

• Assist with endorsement workflow, policy reviews, and processing policy audits to ensure accuracy and compliance
• Issue and track Certificates of Insurance (COIs) while maintaining accurate client records and responding to urgent requests
• Support day-to-day client communication and collaborate with Account Managers and Executives to uphold service delivery standards

Required qualifications

• 2 years of experience in commercial lines or property and casualty servicing preferred
• Active Property and Casualty license preferred; company will assist in obtaining it
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred or knowledge of a similar Account Management System (AMS)
• Ability to lift 25 pounds and perform repetitive tasks such as keyboarding and writing