Service Associate

Job Summary

A company is looking for a Service Associate - Private Client Services.

Key Responsibilities

• Creates documents in Epic for policy changes and notifies carriers of these changes
• Orders and prepares loss runs and motor vehicle reports, and pulls policy declaration pages as needed
• Ensures compliance with agency management system data standards and maintains accurate information

Required Qualifications

• High School Diploma or equivalent combination of education and experience
• Zero (0) or more years of related work experience required