Commercial P & C Sales Agent | Mesa, AZ
Mesa, AZ 85204 TEMPE
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:
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Perform day-to day service requirements of assigned clients within designated authority
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Perform duties in accordance with the Commercial Lines Processing Standard
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Perform online rating for renewals and endorsements to existing policies
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Order endorsements as required
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Quality Check and send out endorsements to clients
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Invoice agency bill policies, endorsements, and audits
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Review audits and request corrections from carriers as needed
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Perform initial policy check and send policies to insureds
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Process Binders and summaries of insurance in EPIC
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Update EPIC applications and schedules for policy renewals
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Assist AE/AM in preparation of renewal submissions
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Prepare renewal submissions, submit to market and review quotes as directed by AM/Producer
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Assist AM/Producer in proposal preparation
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Enter Activity records for all actions and or communication performed on Client Files
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Follow Imaging procedure to attach all data (faxes, email, documents) to customer file using EPIC
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Review and send out Customer statements
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Support AE/Producer as required
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Become familiar and utilize technical tools such as Tag24, Zywave, DocuSign, and Reference Connect as needed
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Assist in training and coaching other staff when needed/requested
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Assist department members during absences
Ideal Candidate:
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Experience with Applied (EPIC) agency management system REQUIRED
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2 years of Commercial Property and Casualty Insurance experience
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2 year of Brokerage Model experience
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Licensed Property & Casualty Agent in the State of Arizona in good standing
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Strong written, verbal, presentation, interpersonal, and communication skills
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Demonstrates ability to work both independently and as a member of a team
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Strong PC skills with Microsoft Word, Excel and Outlook
On-boarding Requirements:
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High School Diploma or equivalent (GED)
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Criminal Background & Drug Screening
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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:
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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 https://calendly.com/cssmadisona/zoom-interview-css