Support clients with policy servicing needs, including applications, endorsements, certificates, and billing inquiries
Review new and renewal policies to ensure accuracy and completeness
Process and manage insurance documentation, including ACORD forms
Maintain accurate and up to date client records within the agency management system
Document all client interactions and activities within internal systems
Communicate with clients, carriers, and internal partners via phone and email
Assist with renewal processing and collection of required underwriting information
Ensure compliance with company standards, client requirements, and applicable regulations
Collaborate with team members to support efficient and accurate account servicing

Previous experience in an insurance servicing, customer service, or call center role within the insurance industry required
Hands on experience working with ACORD forms is mandatory
Working knowledge of property and casualty insurance concepts and terminology
Experience with Applied EPIC or similar agency management systems is preferred but not required
Strong attention to detail and ability to manage documentation accurately
Strong communication and interpersonal skills
Ability to prioritize tasks and manage multiple responsibilities effectively
Proficiency with Microsoft Office
Experience supporting policy servicing, endorsements, or renewals is preferred

Property and Casualty Customer Service Representative

Key skills