Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance. Successful candidates must have a minimum of 3 years Commercial Lines Insurance experience, and have the ability to prioritize, manage, and multi-task.
The insurance world is an ever-changing environment; therefore, we require someone to be adaptable to ever changing situations. We are looking for an individual with a friendly and outgoing disposition, but one that can navigate according to situations as they occur. We are looking for a people person!
Responsibilities:
- Provide exceptional customer service by following all procedures and protocols
- Review policy renewals for accuracy, proper rating/coverage
- Assess commercial insurance needs through policy reviews
- Order reports to confirm driving records which include Autoplus and MVR reports
- Estimate and prepare completed applications for commercial auto insurance
- Make fundamental recommendations for existing clients
- Complete and send submissions to various insurance companies
- Follow up with various insurance providers on new submissions
- Complete policy changes on various insurance company portals, while conversing with the clients on the phone / in office
- Communicate with insurance companies regarding underwriting requirements
- Complete renewal letters with recommendations when required
- Complete new market search if required for remarketing
- Take claims from clients and report to insurance companies, and follow guidelines for client follow-up
- Follow up with clients regarding registered letter cancellations and returned payments
- Up-sell and cross-sell where appropriate
Requirements:
- RIBO license in good standing
- 3+ years of working experience in a brokerage as a Commercial Lines CSR or Broker
- Strong ability to work in a fast-paced environment
- Effective communicator
- Ability to be flexible and to work through situations with clients and co-workers
Please forward your resume in confidence today!
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