Job Description
Personal Lines/Commercial Lines CSR
Job Summary
Seeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts including small commercial home and auto insurance policies. The ideal candidate will have a strong background in insurance excellent customer service skills and the ability to work efficiently in a fast-paced environment.
Compensation Package
- Salary: Starting at $50000 annually commensurate with experience.
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Account Management:
- Handle a book of business valued at $8M with approximately 1400 policies.
- Service accounts ranging in size from $500 to $50000.
- Policy Servicing:
- Manage 90% renewal servicing including rounding accounts.
- Handle 10% new business quoting.
- Client Interaction:
- Provide exceptional customer service to clients by addressing inquiries resolving issues and ensuring satisfaction.
- Administrative Tasks:
- Utilize software tools such as EZ Lynx Microsoft Outlook Word and Excel to manage accounts and documentation.
Qualifications/Requirements
- Licenses: Active New York State insurance license is required.
- Experience: Minimum of 3 years of experience in a similar role.
- Technical Skills: Proficiency in EZ Lynx Microsoft Outlook Word and Excel.
- Work Ethic: Strong organizational skills attention to detail and the ability to work both independently and as part of a team.
#LI-EZ1
Job DescriptionPersonal Lines/Commercial Lines CSRJob SummarySeeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts including small comme...
Job Description
Personal Lines/Commercial Lines CSR
Job Summary
Seeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts including small commercial home and auto insurance policies. The ideal candidate will have a strong background in insurance excellent customer service skills and the ability to work efficiently in a fast-paced environment.
Compensation Package
- Salary: Starting at $50000 annually commensurate with experience.
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Account Management:
- Handle a book of business valued at $8M with approximately 1400 policies.
- Service accounts ranging in size from $500 to $50000.
- Policy Servicing:
- Manage 90% renewal servicing including rounding accounts.
- Handle 10% new business quoting.
- Client Interaction:
- Provide exceptional customer service to clients by addressing inquiries resolving issues and ensuring satisfaction.
- Administrative Tasks:
- Utilize software tools such as EZ Lynx Microsoft Outlook Word and Excel to manage accounts and documentation.
Qualifications/Requirements
- Licenses: Active New York State insurance license is required.
- Experience: Minimum of 3 years of experience in a similar role.
- Technical Skills: Proficiency in EZ Lynx Microsoft Outlook Word and Excel.
- Work Ethic: Strong organizational skills attention to detail and the ability to work both independently and as part of a team.
#LI-EZ1
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