Personal Lines Insurance Service Representative
3 weeks ago
We are seeking a highly skilled Personal Lines Client Service Specialist to join our team at Marshall & Sterling Inc. This role will be responsible for providing exceptional service to our clients by fulfilling key responsibilities and serving as a point of contact for their insurance needs.
Key Responsibilities- Provide prompt and personalized service to clients, addressing their individual needs and inquiries.
- Assist Account Managers and Producers in securing applications from clients and managing all account transactions, including endorsements, binders, cancellations, and correspondence.
- Process transactions with attention to detail in a timely manner and follow up on company and client suspense/Task diaries.
- Treat every service contact as an opportunity for account rounding, cross-selling, or referral.
- Stay up-to-date with changes within the insurance industry and maintain a file on pertinent information from companies.
- Communicate regularly with Account Managers and Supervisors, addressing any issues immediately.
- Document all conversations with clients and carriers pertaining to coverages and exposures in the system.
- Adhere to workflow procedures and guidelines to reduce the risk of E & O Claims.
- Process Claims as applicable.
- Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills.
- Experience with AMS360 & Image Right is a plus.
- Proven ability to exceed expectations.
- Brokers License in resident state.
- High level of organizational ability with attention to detail.
- Motivated and team player.
Marshall & Sterling Inc is an equal opportunity employer and welcomes applications from all qualified candidates. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.
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