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Insurance Client Service Representative

2 months ago

Fort Lauderdale, Florida, United States Marshall & Sterling Inc Full time
Job Summary

This is a dynamic opportunity to join Marshall & Sterling Inc as a Personal Lines Client Service Specialist. As a key member of our team, you will be responsible for delivering exceptional service to our clients, ensuring their insurance needs are met with precision and care.

Key Responsibilities
  • Client Service: Provide prompt and personalized service to clients, addressing their inquiries and individual needs for our agency's products and services.
  • Account Management: Assist Account Managers and Producers in securing applications from clients, managing account transactions, and reviewing policies for accuracy and completeness.
  • Transaction Processing: Process transactions in a timely manner, paying attention to detail and adhering to workflow procedures.
  • Communication: Communicate effectively with clients, Account Managers, and Supervisors, documenting conversations and issues in our system.
  • Industry Knowledge: Stay up-to-date with changes in the insurance industry, maintaining a file on pertinent information from companies.
  • Team Collaboration: Work collaboratively with the team to achieve goals, exceeding expectations and adhering to workflow procedures.
Requirements
  • Insurance Experience: Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills.
  • Technical Skills: Experience with MAS360 and Image Right is a plus.
  • Personal Qualities: Proven ability to exceed expectations, high level of organizational ability, attention to detail, motivated, and team player.
  • Licensing: NYS Brokers License is required.
What We Offer

Marshall & Sterling Inc offers a competitive salary range of $47,500 - $52,500, influenced by factors such as relevant experience, education, and work location.