Job ID: 52087
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 2 days ago
Hours are Monday – Thursday, 8:30am – 5pm; Friday 8:30am – 12pm. 100% onsite.
Responsibilities:
- Serve as primary client contact for service requests: endorsements, evidence of insurance, binders, certificates (COIs), ID cards, billing questions, and policy document delivery
- Prepare and process policy changes (endorsements) via carrier portals or AMS; confirm issuance and accuracy.
- Manage renewals: gather updated exposure data, review terms, coordinate remarketing efforts as directed, and prepare renewal summaries for client review
- Intake claims (FNOL), submit to carriers, monitor status, and support clients through resolution; maintain claim logs
- Coordinate with underwriting, carriers, MGAs, and brokers on documentation, subjectivities, and compliance
- Maintain accurate, up-to-date client records, attachments, activities, and logs in the Agency Management System (AMS)
- Handle mortgagee/lienholder changes, lender evidence requests, additional insured requests, waivers of subrogation, and endorsements tied to contracts
- Manage billing: reconcile statements, assist clients with payment issues, late notices, cancellations/reinstatements; escalate as needed
Qualifications
- Active P&C Insurance License
- 5+ years CSR/account service experience in an independent agency, carrier service center, or brokerage supporting commercial lines
- Comfort operating in a startup environment – process building, ambiguity, cross-functional teamwork
- Proficiency with an AMS (e.g., Applied Epic, Vertafore AMS360, HawkSoft) and carrier portals
- Familiarity with rating tools
- Excellent documentation, follow-through, and client communication skills
- High attention to detail, compliance, and quality
Benefits & Compensation:
- $70,000 – $75,000
- Employer sponsored medical insurance
- Contributing retirement
- Vacation & Holiday schedule
