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Commercial P & C Sales Agent | Mesa, AZ

Mesa, AZ 85204

Posted: 09/20/2023 Employment Type: DirectHire Specialties: Information Technology Job Number: 140387 Pay Rate: $62000.00/year

Job Description

CornerStone Staffing is seeking a well tenure Commercial P & C Sales Agent to join an incredibly successful team in Mesa, AZ!!

Job Title: Commercial P & C Sales Agent (Commercial Line Client Service Agent)

Location: Mesa, AZ **Hybrid after training**

Pay: $60,000 - $65,000/annually

Job Description:

  • 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

  • Review and send out Customer statements

  • Support AE/Producer as required

  • Become familiar and utilize technical tools such as Tag24, Zywave, DocuSign, and Reference Connect as needed

  • Assist in training and coaching other staff when needed/requested

  • Assist department members during absences

Ideal Candidate:

  • Experience with Applied (EPIC) agency management system REQUIRED

  • 2 years of Commercial Property and Casualty Insurance experience

  • 2 year of Brokerage Model experience

  • Licensed Property & Casualty Agent in the State of Arizona in good standing

  • 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 Word, Excel and Outlook

On-boarding Requirements:

  • High School Diploma or equivalent (GED)

  • Criminal Background & Drug Screening

  • 2 verifiable employment references

Please read requirements carefully as we are prioritizing those that meet the requirements.

To Apply for this Job: Click the Apply Online button, then:

  • If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job - NOTIFY YOUR RECRUITER OF INTEREST IN JOB ORDER: 140387

  • If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application - then schedule a time with a recruiter

Apply Online

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