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: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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