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PERSONAL & BUSINESS INSURANCE CSR ACCOUNT MANAGER

KINGSTON, NY

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Category:

FULL TIME

Status:

TEMP TO PERM

Type of Business

BANK

Job Qualifications:

Schedule and Pay:

  • Hours: Monday-Friday, 8am-5pm
  • Pay Rate: $20/Hour
  • Location: Kingston, NY
  • Temporary

Job Description:

Job Responsibilities and Duties:

  • This position is responsible for the retention of designated accounts by delivering prompt, accurate and high-quality customer service. In our high-paced environment, there will also be plenty of opportunities to sell additional coverage to your existing customers as well as to write new business.
  • A comprehensive understanding of personal and small business insurance products and coverage
  • The ability to promptly provide accurate answers to customer and carrier inquiries
  • The ability to work independently and express excellent judgment in identifying and resolving coverage issues
  • Adherence to agency procedures for selling, servicing and processing
  • Excellent communication skills, both verbal and written
  • Manage an assigned book of business with a focus on retention and increased client profitability through cross-selling other products and services
  • Meet with existing and prospective customers
  • Quote and issue new business
  • Thoroughly and carefully process customer transactions as they are received in order to minimize exposure to Errors & Omissions
  • Document all interactions and transactions pertaining to customers
  • Comply with all office policies, standards and procedures
  • Be proficient on Agency Management System, carrier rating systems and other resources provided by agency
  • Any other duties as assigned by management

Requirements:

  1. At least three years of personal and small business insurance Customer Service experience
  2. Experience with Agency Management System (Applied EPIC preferred)
  3. Valid NYS driver’s license.
  4. Ability to travel to and work out of additional locations upon request
  5. Valid NYS P&C license.

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PERSONAL & BUSINESS INSURANCE CSR ACCOUNT MANAGER
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