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Commercial Lines CSR

Company: Marshall & Sterling
Location: Carmel
Posted on: June 20, 2022

Job Description:

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

      Associated topics: commission, customer, inside sales, insurance sales, insurance sales agent, lead sales agent, sales agent, sales associate, sales professional, sales representative

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

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