Personal Lines Assistant CSR
Company: Marshall & Sterling Inc
Location: Millbrook
Posted on: January 24, 2023
|
|
Job Description:
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.
Requirements:
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
Click
here to apply!
|