New Job Opening: Commercial/Personal Lines CSR in Goshen, NY

Job Description

Personal/Commercial Lines Customer Service Representative 

Job Summary

Seeking a dedicated and experienced Personal Lines/Commercial Lines Customer Service Representative (CSR) to join a growing team. This role is essential in supporting the service team by managing a variety of accounts, including small commercial, home, and auto insurance policies. The ideal candidate will have a strong background in insurance, excellent customer service skills, and the ability to work efficiently in a fast-paced environment.

Compensation Package

• Salary: 50,000-80,000 annually, commensurate with experience.


• Competitive benefits package 100% employer paid, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Account Management:
  
  
  
  • Handle a book of business valued at $8M+ with approximately 1,400 policies.
  
  
  • Service accounts ranging in size from $500 to $50,000.
  
  
  
  


• Policy Servicing:
  
  
  
  • Manage 90% renewal servicing, including rounding accounts.
  
  
  • Handle 10% new business quoting.
  
  
  
  


• Client Interaction:
  
  
  
  • Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
  
  
  
  


• Administrative Tasks:
  
  
  
  • Utilize software tools such as EZ Lynx, Microsoft Outlook, Word, and Excel to manage accounts and documentation.
  
  
  
  

Qualifications/Requirements

• Licenses: Active New York State insurance license is required.


• Experience: Minimum of 3 years of experience in a similar role.


• Technical Skills: Proficiency in EZ Lynx, Microsoft Outlook, Word, and Excel.


• Work Ethic: Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.