Associate Customer Service Representative – Commercial Insurance Lines I

Join arenaflex, a leading Business Solutions company, as an Associate Customer Service Representative – Commercial Insurance Lines I. As a key member of our team, you will play a vital role in assisting Customer Service Representatives (CSRs) in the writing of new business and the servicing of existing clients. This is an exciting opportunity to grow your career in the insurance industry, develop your skills, and contribute to the success of arenaflex.

About arenaflex

arenaflex is a financial holding company that provides a wide range of business and financial solutions to the small- and medium-sized business (SMB) market. With a strong presence in all 50 states, arenaflex offers state-of-the-art, cost-efficient products and services to help SMBs grow their sales, control their expenses, and reduce their risk. Our business and financial solutions include banking, business lending, electronic payment processing, technology solutions, eCommerce, accounts receivable financing & inventory financing, insurance solutions, web services, and payroll and benefits solutions.

Newtek Insurance Agency

Newtek Insurance Agency is a retail and wholesale brokerage insurance agency licensed in all 50 states, specializing in the sale of commercial and health/benefits lines insurance products to the SMB market as well as various personal lines of insurance. As an Associate Customer Service Representative – Commercial Lines I, you will be working closely with our insurance agency to provide exceptional customer service to our clients.

Job Responsibilities

As an Associate Customer Service Representative – Commercial Lines I, your key responsibilities will include:

• Managing the insurance service email box daily and reviewing and processing insurance certificates
• Assisting in following up on past due payments to carriers and finance companies as needed
• Assisting in obtaining underwriting information, preparing applications and specifications for renewal and new business submissions as directed by management
• Assisting in requesting loss runs from carriers to remarket and provide renewal quotes as needed
• Preparing certificates of insurance per client requests
• Pulling renewal client policies from carrier portals and inputting into client file (ImageRight)
• Billing all direct bill renewal policies
• Collaborating with CSR on sending the policies out to the respective clients
• Updating AMS360 policy line of coverage for each renewal
• Assisting the CSR with reviewing existing policies and endorsements, requesting changes to the carrier with appropriate follow-up
• Preparing schedules of insurance, preparing I.D. cards, binders, certificates of insurance, issuing finance agreements
• Returning phone calls and responding to emails in a timely manner
• Assisting with answering calls within the CSR chat
• Following up and sending out policy audits related to worker's compensation, general liability, etc. to the respective clients
• Completing the New Business Checklist to ensure new business clients have been onboarded correctly
• Creating and ensuring all clients have an InsurLink account
• Maintaining accounts in Client Portal and setting status to active/inactive and sending invites to access portal to client. Updating team members via email

Qualifications

To be successful in this role, you will need to possess the following qualifications:

• High School or GED with equivalent experience and a minimum of 2 years of customer service in the insurance industry preferred. College degree preferred
• Valid Property and Casualty License (P&C) and provide copy for file
• Ability to learn and achieve the ability to read policies and break down coverage
• Ability to learn and achieve a good understanding of the appropriate markets and their relative business model
• Possess a sense of urgency and ownership when dealing with clients and prospects of arenaflex
• Ability to actively listen, understand the customer's needs (both spoken and implied)
• Attention to accuracy and detail in processing information
• Ability to differentiate between agency bill clients and direct bill clients
• Strive to obtain the ability to multi-task in a fast-paced environment and act with a sense of urgency
• Strive to communicate clearly, effectively, and concisely, both orally and in writing with assistance from management
• Keep a strong focus on time management, planning, and organization skills
• Ability to work independently as well as in a team
• Gain a good level of knowledge of company products and solutions a plus
• Embrace change with the willingness to continue learning and developing skills
• Collaborate, cooperate, and share knowledge with working relationships
• Strong work ethic
• Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)
• Learn and gain a basic knowledge of how to use Agency Management System, experience with AMS360 a plus
• Strong data entry skills with accuracy and ability to navigate among multiple systems
• Gain a level of competency in Windows-based computer applications (Microsoft Office; Excel, Word, and Outlook) and internal systems such as NewTracker, AMS360, ImageRight, etc.

Essential Skills and Competencies

To succeed in this role, you will need to possess the following essential skills and competencies:

• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Strong attention to detail and accuracy in processing information
• Ability to learn and adapt to new systems and processes
• Strong problem-solving and analytical skills
• Ability to work independently and as part of a team
• Strong time management and organizational skills
• Ability to maintain confidentiality and handle sensitive information

Career Growth Opportunities and Learning Benefits

arenaflex is committed to providing our employees with opportunities for career growth and development. As an Associate Customer Service Representative – Commercial Lines I, you will have access to:

• Ongoing training and development programs to enhance your skills and knowledge
• Opportunities for advancement and career growth within the company
• A comprehensive benefits package, including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match
• A performance-based bonus program to reward your results

Work Environment and Company Culture

arenaflex is a dynamic and fast-paced work environment that values teamwork, innovation, and customer satisfaction. As an Associate Customer Service Representative – Commercial Lines I, you will be working in a collaborative and supportive team environment that encourages open communication, creativity, and continuous learning.

Compensation, Perks, and Benefits

arenaflex offers a competitive salary range of $45,000 to $55,000 per year, as well as a comprehensive benefits package, including:

• Medical, dental, vision, and supplemental benefits
• A 401(k) savings plan with an employer match
• Performance-based bonus program
• Ongoing training and development programs
• Opportunities for advancement and career growth within the company

How to Apply

If you are a motivated and customer-focused individual with a passion for the insurance industry, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!

Equal Opportunity Employer

arenaflex is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion. Apply for this job