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
Requirements:
- 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
PI178497468
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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