CLIENT SERVICE SPECIALIST - Marshall & Sterling : Job Details

CLIENT SERVICE SPECIALIST

Marshall & Sterling

Job Location : Kingston,NY, USA

Posted on : 2024-05-08T07:17:53Z

Job Description :
Job Type Full-timeDescriptionThis position is for the Downstate RegionProvide superior service & serve as the point contact for our insured's
  • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent
  • Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent
  • Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence.
  • Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures
  • Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent
  • Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property
  • Timely follow up on company/clients suspense/diaries
  • Keep abreast of change in the insurance industry
  • Maintain professional accreditation
  • Build favorable work relationships
  • Maintain confidentiality
Requirements
  • 5+ years of Commercial Lines Experience
  • NY State P&C Broker License required
  • High level of organizational ability with attention to detail
  • Ability to be part of a team
  • Experience w/rating, underwriting and procedural skills
  • Experience with AMS360 / Image Right
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.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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