Customer Service Representative Job at Marshall & Sterling Inc
Description:
This position's work location can be in one of Marshall & Sterling's Middletown, New Windsor, Poughkeepsie or Yorktown offices.
Provide superior service & serve as the point contact for our Insureds:
- Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
- Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
- Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
- Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
- Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent
- Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
- Timely follow up on company/clients suspense/diaries
- Keep abreast of change in the insurance industry
- Maintain professional accreditation
- Build favorable work relationships
- Maintain confidentiality
- 5+ years of Commercial Lines Experience
- NY State P&C Broker License required
- High level of organizational ability with attention to detail
- Ability to be part of a team
- Experience w/rating, underwriting and procedural skills
- Experience with AMS360 / Image Right
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
PI216857384
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