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: Starting at $50,000 annually, commensurate with experience.
Competitive benefits package, 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.

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