Position Overview
Ultimate Staffing Services is actively seeking a dedicated Insurance Client Service Associate - Commercial Lines to join their client's team in Hunt Valley, Maryland. This position is crucial for building and maintaining strong client relationships and supporting retention activities within the company.
Key Responsibilities
- Build and maintain strong client relationships; support retention activities.
- Assist with renewal marketing by collecting information, coordinating with carriers, and tracking renewal timelines.
- Maintain accurate data within the agency management system (Epic).
- Resolve escalated service issues and provide tailored support to clients.
- Process and analyze audits; send communications, invoices, and monitor payments.
- Utilize carrier websites to retrieve documents, endorsements, and coverage details.
- Coordinate with internal partners such as producers, CRMs, claims, loss control, and tech support.
- Participate in client meetings as needed.
- Prepare draft renewal proposals at least 30 days prior to renewal.
- Maintain workflow integrity, compliance, and high-quality documentation.
Key Performance Expectations
- Maintain renewal timelines with clients and carriers.
- Complete mid-term quotes and audit processing accurately.
- Deliver renewal proposals 30+ days before the renewal date.
- Ensure consistency, accuracy, and data integrity across all tasks.
Required Knowledge & Skills
- Strong understanding of Commercial Lines insurance and coverage structures.
- Familiarity with carriers, brokers, agency operations, and industry norms.
- Proficiency with Microsoft Office and web-based carrier platforms.
- Experience with agency management systems (Epic preferred).
- Strong written and verbal communication skills.
- Excellent organization, time management, and attention to detail.
Abilities & Work Style
- Ability to learn and master Applied Epic (Indio experience a plus).
- Service-oriented mindset with professional communication.
- Strong analytical thinking and follow-through.
- Able to work independently and in team environments.
- Comfortable working in a fast-paced setting while maintaining accuracy.
- High reliability, integrity, and accountability.
Requirements
Certifications required: MD Property & Casualty License
Required Work Hours
Monday to Friday, 35-hour workweek
Benefits
The position offers a competitive salary, full benefits, and strong career development opportunities. It supports work-life balance with paid time off, weekends off, and the option for a hybrid schedule after the first 90 days.
Additional Details
Salary Range: $60,000 - $70,000 per year
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.