Insurance Client Service Representative
3 days ago
We are seeking a highly skilled and motivated Insurance Client Service Specialist to join our team at Marshall & Sterling Inc. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities:- Provide timely and accurate responses to client inquiries and requests
- Support the Account Management team in delivering exceptional client service and support
- Review policy coverage and identify areas for enhancement and upgrading
- Underwrite individual risk situations to ensure compliance with agency standards and insurance company requirements
- Manage account transactions, including endorsements, binders, certificates, cancellations, and correspondence
- Review policies for accuracy and completeness, and update systems accordingly
- Communicate with clients on a regular basis to thank them for their business and address any concerns
- Document all conversations with clients and carriers in our system
- Participate in continuing education programs to stay up-to-date on industry developments and best practices
- College degree preferred, high school diploma or equivalent required
- Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills
- Experience with Microsoft Office programs and Vertafore a plus
- Proven ability to exceed expectations and work effectively with others
- Appropriate state insurance licenses and continuing education required
We offer a competitive salary range of $47,500 - $52,500, depending on experience and qualifications. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"title": "Sales and Service Representative", "subtitle": "Join Marshall & Sterling Inc. as a Sales and Service Representative and take on a challenging role in our Poughkeepsie Group Benefits Office.", "content": "We are seeking a highly motivated and results-driven Sales and Service Representative to join our team. As a Sales and Service Representative,...
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