Licensed Personal Lines Insurance Associate
19 days ago
Syracuse
Job Description CH Insurance is seeking an experienced personal lines marketing/customer service professional. The right candidate is dependable, flexible, people-oriented and enjoys working in a family environment. This position will work with many of CH Insurance’s personal lines customers. The ideal candidate will be responsible for providing superior service in a timely manner and have a passion for going above and beyond. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Prepare applications and review for accuracy, • Rate and quote new and renewals risks using insurance carrier rating systems., • Awareness and familiarity with insurance company underwriting guidelines and authority., • Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc., • Prepares summaries and proposals for new and renewal accounts., • Process endorsements, certificates of insurance, auto ID cards, policy changes, • Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF., • Respond to coverage questions, billing inquiries and other client requests, • Establish relationships with insurance carrier underwriters and marketing representatives., • Maintain marketing files. Requirements MINIMUM QUALIFICATIONS • 2 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing personal lines accounts required., • Working knowledge of personal lines insurance products (auto, homeowners, umbrella, renters, rental/landlord property, cycle, boat, etc), • Ability to interact with clients in person, via phone or email., • Applied (EPIC) or similar agency management system experience required. Applied EPIC preferred., • Technical knowledge of personal lines coverage & rating, • Knowledge of computer software packages, including Word and Excel, • Knowledge on how to issue binders, certificates, and auto identification cards, • Professional verbal and written communication skills, • Team player with a good work ethic, • Good organization skills including prioritizing time sensitive assignments and completing assignments with tight deadlines., • Ability to be proactive and follow up with carriers, producers, clients, etc., • Ability to multitask to work on multiple accounts with common due dates, etc., • NYS Property / Casualty Agents/Brokers license required Benefits BENEFITS • 401(k), • 401(k) matching, • AD&D insurance, • Dental insurance, • Disability insurance, • Flexible schedule including Hybrid, • Health insurance, • Paid time off, • Vision insurance