Commercial/Personal Lines CSR

Job Description

Personal/Commercial Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts, including small commercial, home, and auto insurance policies. The ideal candidate will have a strong background in insurance, excellent customer service skills, and the ability to work efficiently in a fast-paced environment.

Compensation Package

• Salary: 50,000-80,000 annually, commensurate with experience.
• Competitive benefits package 100% employer paid, 401(k), paid time off, professional development opportunities, etc.
  
  

Responsibilities

• Account Management:
• Handle a book of business valued at $8M with approximately 1,400 policies.
• Service accounts ranging in size from $500 to $50,000.
• Policy Servicing:
• Manage 90% renewal servicing, including rounding accounts.
• Handle 10% new business quoting.
• Client Interaction:
• Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
• Administrative Tasks:
• Utilize software tools such as EZ Lynx, Microsoft Outlook, Word, and Excel to manage accounts and documentation.
  

Qualifications/Requirements

• Licenses: Active New York State insurance license is required.
• Experience: Minimum of 3 years of experience in a similar role.
• Technical Skills: Proficiency in EZ Lynx, Microsoft Outlook, Word, and Excel.
• Work Ethic: Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.