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Personal Lines Insurance Customer Service Representative (CSR)
Stewart Agency New York, NY
$60k-68k (estimate)
Full Time 1 Month Ago
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Stewart Agency is Hiring a Personal Lines Insurance Customer Service Representative (CSR) Near New York, NY

Why You'll Love Working Here

Stewart Agency Inc. offers tailored insurance solutions. We consider everyone and every policy to be unique, which is why you need an experienced insurance agency to help you find your insurance coverage. By working with several top-rated insurance companies, we will custom-build a policy that meets your needs at a price that is right for you. With our guidance, you can have peace of mind knowing what matters most to you is protected.

Who We Are Seeking

You’re driven by success and have a principled approach to work. For you, success is more than meeting sales targets. It’s about building trust and having your client’s best interest in mind. Our office is looking to hire the right individual to join our outstanding team of Insurance professionals. We are currently seeking a full-time Personal Lines Insurance Customer Service Representative (CSR) for our Elmira, NY office.

This person will help identify and pursue business opportunities with strategic targets and cultivate relationships with inbound and outbound prospects. With a hands-on approach across the full sales lifecycle, you’ll help clients across various sectors scale their business with our world-class services and solutions. You will respond to clients, insurance carriers, sales team and supervisors’ correspondence and requests in a timely, effective, and professional manner. In addition, you will research and present answers to client questions about their policies and coverage.

Job Responsibilities

  • Process Endorsements and bill accounts.
  • Create Sales Proposals by determining the best fit for the client.
  • Understand clients’ needs and utilize problem-solving skills to create the most effective strategy for them.
  • Perform Policy Reviews for accuracy.
  • Provide outstanding customer service and communicate with clients in a professional manner.
  • Will consider Personal Lines insurance experience with Captive agencies.

Minimum Requirements

  • High School Diploma (or equivalent)

Preferred Skills

  • License: Property & Casualty (NY or any state)
  • Areas of Expertise: Personal Auto, Homeowners & Renters, Claims Reporting & Review, Flood / Wind / Hail, Habitational, Marketing Risks, Multi-lines Policies, Underwriting Guidelines, Motorcycles & ATVs, Manufactured Homes, Personal Liability / Personal Umbrella, Watercraft, Motor & Modular Homes
  • Management & Rating Systems: EZLynx, EZLynx Rater
  • Computer Skills: MS Outlook, Windows10
  • Languages: English

Benefits

  • Paid Vacations
  • Paid Time Off (PTO)
  • Short Term Disability
  • Training & Advancement
  • Life Insurance
  • Retirement Plans
  • 401(k)
  • Paid Holidays
  • Relocation Assistance - available for strong applicants

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

  • 401(k)
  • Disability insurance
  • Paid time off

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to Relocate:

  • New York State: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$60k-68k (estimate)

POST DATE

03/05/2024

EXPIRATION DATE

05/03/2024

WEBSITE

stewartagency.com

HEADQUARTERS

ELMIRA, NY

SIZE

25 - 50

TYPE

Private

REVENUE

$5M - $10M

Show more

Stewart Agency
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The following is the career advancement route for Personal Lines Insurance Customer Service Representative (CSR) positions, which can be used as a reference in future career path planning. As a Personal Lines Insurance Customer Service Representative (CSR), it can be promoted into senior positions as an Insurance Claim Service Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Insurance Customer Service Representative (CSR). You can explore the career advancement for a Personal Lines Insurance Customer Service Representative (CSR) below and select your interested title to get hiring information.