Personal Lines Assistant CSR

Company: Marshall & Sterling Inc
Location: Millbrook
Posted on: January 27, 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 plus
• NYS 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.PI201961009

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