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Personal Lines Assistant CSR

Company: Marshall & Sterling Inc
Location: Millbrook
Posted on: January 24, 2023

Job Description:

Primary Function:Provide superior service and administrative support to department.Major Responsibilities:-- Assist with phone reception duties, mail & administrative functions.-- Work in conjunction with CSR to provide service to customers; copying, scanning, process payments, call clients on cancellations, ordering of supplies, physical damage inspections, etc.-- Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.-- Issue Binders, ID Cards and other requests for proof of insurance.-- Build and maintain a favorable and professional work relationships with staff members.-- Process daily reports and downloads-- Document in management system all conversations with clients and/or carriers pertaining to coverages and exposures.-- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.-- Promptly report all E&O claims and potential E&O claims.-- Adhere to established employee manual policies and guidelines.-- Maintain confidentiality in all aspects of client, staff and agency information.-- Perform other duties an projects as assigned.

Experience and knowledge of Microsoft Office programs.Experience with AMS 360 a plusNYS insurance broker's license required within a year.Positive attitude, works effectively and relates well with others including superiors, colleagues and individuals outside the company.High level of organizational ability with attention to detail.PI201964397

Keywords: Marshall & Sterling Inc, Danbury , Personal Lines Assistant CSR, Other , Millbrook, Connecticut

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