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