Commercial Lines Client Service Specialist (CSS)

Middletown, New York
MARSHALL & STERLING INC
Description: This position is for the Downstate Region

Provide superior service & serve as the point contact for our insured’s

• Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
• Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
• Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
• Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
• Secure applications from Account Manager or Sales Executives for all coverage’s including price quotations and comparisons for the companies we represent
• Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
• Timely follow up on company/clients suspense/diaries
• Keep abreast of change in the insurance industry
• Maintain professional accreditation
• Build favorable work relationships
• Maintain confidentiality

Requirements:

• 5+ years of Commercial Lines Experience
• NY State P&C Broker License required
• High level of organizational ability with attention to detail
• Ability to be part of a team
• Experience w/rating, underwriting and procedural skills
• Experience with AMS360 / Image Right

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

PI