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Customer Service Representative ​/ Account Executive

Job in Brooklyn - Kings County - NY New York - USA
Company: Omni Agency
Full Time position
Listed on 2019-08-21
Job specializations:
  • Sales
    Insurance Sales, Account Manager
  • Insurance
    Insurance Claims, Insurance Sales, Insurance Compliance
Job Description & How to Apply Below
Job Description

Busy P&C retail Brokerage in Brooklyn is looking for an experienced CSR/Account Executive.

  • Work on short time lines in competition situations for prospective clients
  • Gathering and analyzing of underwriting information (exposure basis/complete renewal applications, corresponding coverage needs, etc.)
  • Creation of submissions
  • Comparison of competitive quotes
  • Comparison of Binders and policies to quoted coverage and underwriting information
  • Process Premium Billing/Premium financing
  • Prepare, review and distribute Certificates of Insurance and Auto ID Cards
  • Process, review and distribute endorsements
  • Respond to Client questions and issues
  • Manage policy changes and documentation in Agency Management System
  • Support Team leader in client retention

Qualifications for the Account Executive:

  • Working knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
  • Working Knowledge of Agency Management System Applied Systems or comparable (Applied EPIC preferred)
  • Understanding of processes, procedures and timelines for new and renewal P&C business.
  • Comprehensive understanding of property and casualty coverages.
  • Strong analytical and Critical thinking Skills; Detail oriented.
  • Excellent organization and time management skills. Ability to prioritize.
  • Ability to work effectively under pressure to meet deadlines.
  • Excellent\verbal and written communication skills
  • Affable and gracious manner with clients and business partners
  • Ability to work in Team setting. Interpersonal skills, including relationship-building skills with Clients, underwriters and Team Members.

Education Requirements:

  • College Degree or demonstrated equivalent work experience
  • Property & Casualty Insurance License
  • Insurance Designations preferred (ARM, CIC, CPCU, etc.)
Position Requirements
Less than 1 Year work experience
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