Licensed Personal Lines Insurance Associate

CH Insurance•Syracuse, NY

1d•Hybrid

About The Position

CH Insurance is a local, family owned, independent local insurance agency located in downtown Syracuse. They have been honored with numerous awards including #1 company for Best Places to Work, Business of the year under 50 EEs, Economic Champions each year by Centerstate CEO, Family Business of the Year, and various community awards. Commitment to the communities they serve is a vital part of the CH culture, actively supporting charities such as The Joseph House for Women, David's Refuge, In my Fathers Kitchen, and Francis House. CH Insurance is seeking an experienced personal lines marketing/customer service professional. The right candidate is dependable, flexible, people-oriented, and enjoys working in a family environment. This position involves working with many of CH Insurance’s personal lines customers, providing superior service in a timely manner, and demonstrating a passion for going above and beyond.

Requirements

2 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing personal lines accounts required.
Working knowledge of personal lines insurance products (auto, homeowners, umbrella, renters, rental/landlord property, cycle, boat, etc)
Ability to interact with clients in person, via phone or email.
Applied (EPIC) or similar agency management system experience required.
Technical knowledge of personal lines coverage & rating
Knowledge of computer software packages, including Word and Excel
Knowledge on how to issue binders, certificates, and auto identification cards
Professional verbal and written communication skills
Team player with a good work ethic
Good organization skills including prioritizing time sensitive assignments and completing assignments with tight deadlines.
Ability to be proactive and follow up with carriers, producers, clients, etc.
Ability to multitask to work on multiple accounts with common due dates, etc.
NYS Property / Casualty Agents/Brokers license required
Maintain NYS Property/Casualty Agents/Brokers License through continuing education

Nice To Haves

Applied EPIC preferred.

Responsibilities

Prepare applications and review for accuracy
Rate and quote new and renewals risks using insurance carrier rating systems.
Awareness and familiarity with insurance company underwriting guidelines and authority.
Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc.
Prepares summaries and proposals for new and renewal accounts.
Process endorsements, certificates of insurance, auto ID cards, policy changes
Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF.
Respond to coverage questions, billing inquiries and other client requests
Establish relationships with insurance carrier underwriters and marketing representatives.
Maintain marketing files.