The Spain Agency in Mahopac, NY is dedicated to providing superior and friendly service to our clients and prospects by responding to their inquiries and addressing their needs. We are seeking a Commercial Lines CSR to join our team! In this role, you will be responsible for reviewing the client/prospect needs and identifying the proper coverage, matching them to the products and services we provide.
Assist clients with all service, claims & billing related questions
Process new policies & policy changes, providing the information to the client
Review each renewal & identify gaps in coverage
Suggest new and/or additional coverage
Round accounts & rewrite to protect retention for the agency and overall satisfaction to the client
Quote new business and new lines of coverage for existing clients, sending written proposals adhering to compliance guidelines
Prepare applications, coverage checklists and commission disclaimers for insured's review and authorization
Answer phones & call clients; offer coverage reviews and updating client file in AMS360
Print and send Small Business questionnaire monthly.
Complete Coverage Review Forms on any accounts in revenue of $2,500 or higher.
Issue coverage confirmations when downgrading or removing coverage
Document phone conversations in Activity Log
Check all renewals, endorsements, etc. from carrier for accuracy and documentation
Keep record of new, rewritten and cancelled policies by month
Attend company product meetings as required
Perform other duties as assigned by management
Current State of New York Property Casualty Brokers License
Strong oral and written communication skills
Good computer skills
Three years minimum experience in an agency environment
High School Diploma
Knowledge of AMS360
Negotiable, depending on professional experience
Please apply online using the "Apply Now" link. For all other questions, please contact: Cydney Bain, Regional Talent Acquisition Professional [email protected] #ZRCB
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown, Inc.