Personal Lines Assistant CSR
Company: Marshall & Sterling Inc
Location: Millbrook
Posted on: January 27, 2023
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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:
Keywords: Marshall & Sterling Inc, Danbury , Personal Lines Assistant CSR, Other , Millbrook, Connecticut
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