Insurance Policy Services Representative

Job Description

Job Description

We're hiring an Insurance Policy Services Representative to work across two sister companies in Scottsdale. Trans City Casualty Insurance Company is an Arizona workers' compensation carrier, and TCI Agencies is a commercial insurance brokerage.

The role follows the insurance calendar. All Trans City Casualty policies renew January 1, so from mid-October through mid-January your focus is workers' comp renewals. The rest of the year, most of your time goes to TCI Agencies as a commercial lines customer service representative (CSR), supporting our producers and account manager.

There are no sales required for this job. Good fit for someone who is careful, organized, and likes steady, detailed work.

What makes this role different:

• Experience on both the carrier side and the agency side of insurance, a mix few jobs offer
• A predictable calendar, with one busy season you can plan around
• The stability of an Arizona insurance group founded in 1967
• A growing, tech-forward brokerage that uses automation to cut busywork
• A small team with direct access to leadership and room to grow

Responsibilities

Workers' compensation (Trans City Casualty):

• Issue new workers' compensation policies, renewals, endorsements, and cancellations
• Enter and maintain policy data, payroll figures, and NCCI class codes
• Set up and maintain policy files, loss runs, and experience mod worksheets
• Support premium audits by gathering payroll data and preparing audit worksheets
• Prepare and process certificates of insurance and policyholder correspondence
• Handle general office administration: mail, scanning, filing, and other office tasks

Commercial lines service (TCI Agencies):

• Handle client service requests by phone and email, including certificates of insurance, endorsements, and policy changes
• Keep client and policy records accurate in our agency management system
• Help producers prepare submissions and quotes by gathering applications, loss runs, and underwriting information
• Track upcoming renewals and follow up with carriers and clients on open items
• Check issued policies against what was quoted and bound

Requirements

• Workers' compensation experience required, on the carrier or agency side
• 1 to 3 years of insurance processing, policy administration, or carrier/agency back-office experience; commercial lines experience is a plus
• Strong preference given to candidates with an active Arizona Property & Casualty License
• Proficient with Microsoft Office (Outlook, Word, Excel) and able to learn insurance systems; agency management system experience (NowCerts, Applied Epic, or similar) is a plus
• Organized, dependable, and able to manage recurring deadlines without reminders
• Professional phone and written communication skills
• Able to work full-time in our Scottsdale office

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan