Customer Service Representative - Personal Lines Insurance

Broadview Federal Credit Union•Albany, NY

1d•Onsite

About The Position

The Personal Lines Customer Service Representative identifies, contacts, and develops prospective insurance clients, and oversees clients’ business in the personal lines of insurance, following Broadview and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel.

Requirements

High School or Graduate Equivalency Diploma is required.
Knowledge of personal insurance and products is essential
Must be eligible for bonding
Hold NY State Property and Casualty, or Agent’s or Broker’s license and any required continuing education
Your ability to be bonded is required

Nice To Haves

Knowledge of computer systems and operations is desirable
Good listening skills and attention to detail are important
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

Responsibilities

Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts.
Handle and process new and renewal personal lines business.
Provide personal lines quotes.
Meet sales and revenue objectives.
Provide in-house customer service to clients as assigned and requested.
Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.
Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices.
Ensure that these items are delivered and/or mailed to client.
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the company only when necessary.
Report and follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic and/or paper files in an orderly, up-to-date manner.
Perform special projects at management’s request.
Other duties as needed