Personal Lines Insurance CSR

Job Description

We are seeking Client Service Representatives to join our growing team! We are a multi-office insurance agency with several locations throughout the Hudson Valley. As a Client Service Representative you will support the client service function of the Personal Lines department as well as assists in the production of new accounts and the retention of existing accounts.

Position Functions

Receives and reviews all terminations and cancellations to determine action to be taken and takes needed action within 72 hours of receipt

Receives phone calls, emails and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests efficiently

Inform and educate clients about coverage, exclusions and exposures

Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel

Actively seeks referrals from current client base to solicit for new business prospects

Documents all material conversations with insureds and/or carriers regarding exposures and coverages.

Handles all aspects of the servicing of Personal Lines accounts

Remarkets accounts

Performs client reviews

Delegates monoline accounts to a sales resource

Performs other functions as assigned by management

Knowledge, Skills and Abilities

Must be an assertive self-starter with the ability to influence others. Ability to demonstrate effective presentation skills through both verbal and written communications. Ability to use personal computer, calculator, agency automation systems, and various software programs including but not limited to Microsoft Word and Excel.

Experience and Education

High school graduate

NYS Property & Casualty license

Experience required

Working Conditions

Fast-paced multi-tasking environmentCompany Description

About Emery & Webb:

Now a fifth generation family insurance business, we are much larger today than when we started over 130 years ago. Today our family is represented by five offices and over 100 trained insurance professionals serving our clients throughout the Hudson River Valley in New York, New England, New Jersey, Pennsylvania and across the entire United States.

Our approach is to listen first, then present our clients with the best options for their insurance programs. We are deeply committed to providing our clients insurance coverage with integrity. This is the foremost priority of our organization: integrity based on expert advice, custom coverage, competitive prices, and prompt, courteous claims service. Our clients' satisfaction and protection is the measure of our success.

Full-time