Now Hiring - CSR/Personal Lines Account Executive in Brooklyn, NY

Qualifications

• High School Degree or equivalent combination of education and experience
• Professional communication, organization and writing skills
• Experience in Quoting and Marketing New and Existing accounts is preferred.
• Proficient in completing applications, determining proper coverage and carrier placement is preferred.
• Ability to work independently and in a team environment.
• 2-4 years Personal Lines Account Management experience preferred
• Solid background in using Applied Epic (Preferred), Excel and Microsoft Word
• Property and Casualty License Preferred; not required but must be willing to obtain

Responsibilities

• The Account Executive will provide a high level of sales support to the Producer and customer service to clients
• The position requires a significant degree of independent judgment and discretion in order to meet those service levels
• The Account Executive will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities
• The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts
• Please note that the duties below can vary based on the workflow of your local office
• Responds to client request for policy changes, billing inquiries and verification of coverage
• Ensures that these items are given to client in a timely manner
• Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items
• Checks new and renewal policies and endorsements for accuracy in coverage
• Determines reasons for request for cancellations and acts to retain accounts
• If unable, secures Lost Policy Release and follows through to policy cancellation
• Participates in continuing professional development as required by state licensing requirements and Agency guidelines
• Other duties as assigned

Pay:

• Depends on level of experience

Schedule:

• Monday to Friday

License/Certification:

• Property & Casualty License (Preferred)

Work Location: One location

Job Type: Full-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Brooklyn, NY 11213: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Excel: 1 year (Required)
• Account management: 1 year (Preferred)
• Marketing: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person