Commercial Lines Insurance Client Service Representative
Job description
Job Description
Emery & Webb is looking for a team member for our Commercial Lines Church team. Do you enjoy helping people? Do you have an eye for detail and organization? If so, you may want to talk with us about our open position. We are looking for a team member who has the ability to bring energy to each day and understands how to help both the client and their fellow team members.
Benefits
Health Insurance
Life Insurance
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Mon-Fri Work Schedule
Holidays Off
Retirement Benefits
Family Leave
Disability Insurance
Responsibilities
1. Complete applications, questionnaires, request loss runs and issue binders, identification cards, certificates of insurance and requests for proof of property insurance
2. Answer telephone in a professional manner while taking client inquiries and research and answer questions based on their insurance needs
3. Respond to client voice mails on the same day per Emery & Webbs Sundown Rule which states all calls need to be returned on the same day and system noted accordingly
4. Emails should be acknowledged within a reasonable time frame if not the same day
5. Represent yourself and the agency in a professional manner while waiting on clients in person and taking their inquiries
6. Be familiar with the markets available through the agencys carriers
7. Become familiar with all policies forms and coverages as well as any recent changes to these forms and coverages and have to knowledge to explain these to a client in a way they understand
8. Communicate with supervisor on any issues to ensure excellent customer service
9. Prior to policies renewing, review exposures, gather information the carrier has requested and deliver renewal policies or binders on a timely basis. Also review renewals to determine if better coverage and/or pricing can be obtained with another carrier
10. Process transactions carefully paying attention to detail on a timely basis to minimize the potential for an errors and omissions exposure
11. Backup and assist other team members as needed to achieve the common goal of servicing all clients in our usual professional manner
Requirements
Minimum Experience and Education
High school diploma or equivalent.
Licensed insurance broker
Company Description
Our Agency is located in Fishkill NY specializing in Auto, Home, Life, and many insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!
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