Senior Commercial Lines CSR
1 week ago
Our client has been in business for nearly 200 years. They continuously aim to provide excellence in service. They actively seek out and satisfy the needs of their customers through exemplary service. They recognize that their staff, their enthusiasm, professionalism, pride in their company, and personal fulfillment are the forces behind their continuing achievement. This vision reflects their company's commitment to providing professionalism, dedication and excellence to the client in the decades ahead.
Hybrid Schedule
Location: Woodbridge
Job Duties:
Build & maintain strong relationships with Insurers and clientele
Aid colleagues where needed
Review policies for accuracy, contracts and report claims
Negotiate terms/pricing/policy conditions with Underwriters and analyze
Prepare client proposals and maintain accurate documentation with respect to renewals
Assist with designing insurance plans for clients as necessary
Ability to analyze, negotiate & prepare carrier renewal
Respond to client inquiries/issues within established timelines/service standards
Maintain up to date records, expiry lists, daily abeyances
Manage day-to-day issues for clients requests and amendment
Create and modify complex spreadsheets
Maintain database of client conversations
Follow up with Insurers/Customers for outstanding information, endorsements, policy
documents
Other miscellaneous duties and special projects as assigned
Other Benefits
Commission Incentive for Placement of Own Business
Group Benefits
Competitive Salaries Based on Experience and Insurance Education/Knowledge
Tuition Reimbursement
Qualifications:
5+ Years Commercial Lines Experience
R.I.B.O.
Proficiency With Tam (The Agency Manager)
Proficiency with Compu-Quote
Proficiency with Microsoft Office (Word, Outlook and Excel)
Insurer Portal Use both for Quoting, Wordings and Changes
Ability to Work Independently
Client Service Focused
Excellent verbal and communication Skills
Interested? Let's connect
Always on the Hunt for You
Cristin Filipuzzi, PRC
AIRS, Professional Recruiter Certification
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
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