Commercial Lines CSR - The Misch Group
Syracuse, NY
About the Job
Commercial Lines CSR
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance.
The Commercial Lines CSR provides complete support for our Commercial Lines Department with expertise in Property Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Role Expectations and Description
The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As a CSR, you can directly affect and control our clients’ experience.
Job Requirements:
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing commercial lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Commercial Lines CSR/Account Manager
• Must be able to multitask and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Insurance designation (Preferred)
Desired Skills:
• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients
Experience:
• Commercial lines csr/account manager: 2 years
• Quoting/marketing commercial lines insurance with multiple carriers: 2 years (Preferred)
Requirements:
PC license
Insurance designation (Preferred)
