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Commercial Lines CSR

Company: Marshall & Sterling Inc
Location: Brewster
Posted on: May 16, 2022

Job Description:

This position is for the Downstate Region
Provide superior service & serve as the point contact for our insured's

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


Keywords: Marshall & Sterling Inc, Danbury , Commercial Lines CSR, Other , Brewster, Connecticut

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