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Personal Lines CSR

Posted 1 month ago

# 9396 Middletown, NY

About the Role

Join a large, privately held independent insurance brokerage with deep roots in New York state as Personal Lines Customer Service Representative. Partnering with Sales Executives and Account Managers, you provide critical, behind-the-scenes policy management and support to ensure a high level of client satisfaction with their personal risk insurance.

Duties & Responsibilities

Two positions are available, one on the VIP team that works with owners and executives tied to commercial businesses the agency also insures, and the second on the High-Net-Worth team for clients that can be placed with private client carriers.

  • Promptly respond to client inquiries, addressing their needs for products and services the agency offers.
  • Review policy coverage and identify areas that need enhancement and upgrades; coordinate with the Account Manager.
  • Assist with pre-underwriting account review, securing applications, and obtaining quotes and comparisons for the insurance companies the agency represents.
  • Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, and correspondence. Review policies for accuracy and update files in the agency management database.

Skills & Experience

  • At least 1-2 years of personal lines insurance industry experience customer service, rating, or underwriting.
  • Active state insurance license.

Job Specs

The agency offers a hybrid schedule for applicants living near one of their downstate New York offices- Poughkeepsie, Middletown, and Kingston, or near their Long Island office in East Hampton.

Tagged as: account manager, agency, auto, client service, csr, customer service rep, high net worth, homeowners, insurance, personal lines, private client

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