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Personal Lines Customer Service Representative
Company | Broadview Federal Credit Union |
Address | Schenectady, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-03 |
Posted at | 10 months ago |
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
- Provide personal lines quotes.
- Report and follow up on overdue and suspense items.
- Handle and process new and renewal personal lines business.
- Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the company only when necessary.
- Perform special projects at management’s request.
- Provide in-house customer service to clients as assigned and requested.
- Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
- Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices.
- Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.
- Ensure that these items are delivered and/or mailed to client.
- Meet sales and revenue objectives.
- Be familiar with and follow agency E&O guidelines.
- Other duties as needed
- Good listening skills and attention to detail are important
- High School or Graduate Equivalency Diploma is required.
- Must be eligible for bonding, Hold NY State Property and Casualty, or Agent’s or Broker’s license and any required continuing education
- Knowledge of computer systems and operations is desirable
- Knowledge of personal insurance and products is essential
- Your ability to be bonded is required
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