Commercial Lines Customer Service Representative

Associated Insurance Agencies, Inc.

Commercial Lines Customer Service Representative preparing insurance documentation and assisting clients at a 130-year-old insurance brokerage firm. Engaging with a winning team and developing professionally in a collaborative environment.

Posted 4/28/2026full-timeRolling Meadows • Illinois • 🇺🇸 United StatesJunior💰 $55,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Preparing insurance documents; auto ID cards, Certificates of Insurance, Evidence of Insurance
Fulfilling MVR requests and ordering E-Mods
Preparing renewal applications
Preparing applications
Emailing signed forms to carrier/underwriter
Monitoring receipt of policies
Preparing policies for delivery
Obtaining loss experience on all lines of coverage on all accounts
Initiating and following-up on policy changes with various carriers and check when complete
Reviewing and assisting with resolving audit disputes
Setting up new clients in client management system
Monitoring receipt of renewal policies
Preparing client presentations
Sending all documentation to scan, and maintaining files in client management system
Invoicing, including: Updating billing screens, Obtaining finance agreement quotes, Setting up new applications and updating applications in client management system
Supports AM & AE – Provides updates once policy is bound
Obtaining online quotes for Flood Policies

Requirements

What you’ll need

Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
Good written and verbal communication skills
Ability to communicate with clients and agency personnel
Demonstrates initiative with a willingness to learn and develop professionally
1+ years of experience preferred
Illinois P&C License preferred or required after employment

Benefits

Comp & perks

Robust dental and health benefits
Mental wellness offerings
Pet insurance
Time off perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance document preparationMVR requests fulfillmentpolicy renewal applicationsaudit dispute resolutioninvoicingclient presentationsloss experience analysispolicy change managementclient management system usage

Soft Skills

written communicationverbal communicationclient interactioninitiativeprofessional development

Certifications

Illinois P&C License