Personal Lines Customer Service Rep/Licensed Ins Broker

4 weeks ago


Lynbrook, United States TBG | The Bachrach Group Full time

Insurance Customer Service Representatives to join a growing company in Nassau County within both the Personal and Commercial departments.

The ideal candidate has 2+ years of CSR (Licensed insurance broker) experience within Personal or Commercial Lines


Responsibilities:

  • Properly respond to all customer requests in a professional and courteous manner and on a timely basis.
  • Initiate endorsements and other policy changes for customers.
  • Process and transmit (via fax, email, or mail) necessary information to clients and brokers such as ID Cards, DEC pages, applications, quotes, etc.
  • Assist applicants and brokers with completion of the application and required forms.
  • Assist underwriting team to obtain information from clients and broker.
  • Escalate customer service issues to management as needed.
  • Assist with special projects.
  • Provide assistance to clients to answer question and resolve issues, including billing questions and policy changes.
  • Actively look to round out accounts by referring other value-added services.
  • Review and re-write current accounts to carriers that will better fit the client’s needs.
  • Maintain client information and files, including communication and activities in the agency management system.
  • Keep abreast of changes in carrier plans and policies.
  • Preparing applications
  • Marketing new and renewals risks
  • Obtaining and reviewing quotes
  • Binding policies
  • Checking policies
  • Requesting endorsements
  • Build relationships with clients, carriers, and agents. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


TAM experience

  • 2+ years of Commercial or Personal Lines Customer Service Representative - CSR (Licensed insurance broker) experience
  • High School Diploma or recognized equivalent is required.
  • Property & Casualty Producer’s License Required.


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