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Broadview Federal Credit Union · 2 weeks ago

Customer Service Representative - Personal Lines Insurance

Schoharie, NY

Full-time

Onsite

New Grad, Entry Level

$18/hr - $20/hr

Broadview Federal Credit Union is a company that values its employees, members, and community. They are seeking a Personal Lines Customer Service Representative to identify and develop prospective insurance clients while providing excellent service and support for personal lines of insurance.

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Responsibilities

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

Handle and process new and renewal personal lines business

Provide personal lines quotes

Meet sales and revenue objectives

Provide in-house customer service to clients as assigned and requested

Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier

Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices

Ensure that these items are delivered and/or mailed to client

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

Report and follow up on overdue and suspense items

Be familiar with and follow agency E&O guidelines

Maintain electronic and/or paper files in an orderly, up-to-date manner

Perform special projects at management’s request

Other duties as needed