Capstone Search Group is Hiring a Remote Personal Lines CSR - Remote MNN9396
Job DescriptionAbout the RoleJoin a large, privately held independent insurance brokerage with deep roots in New York state as Personal Lines Customer Service Representative. Partnering with Sales Executives and Account Managers, you provide critical, behind-the-scenes policy management and support to ensure a high level of client satisfaction with their personal risk insurance, particularly with high net worth individuals. Duties & Responsibilities
Promptly respond to client inquiries, addressing their needs for products and services the agency offers.
Review policy coverage and identify areas that need enhancement and upgrades; coordinate with the Account Manager.
Assist with pre-underwriting account review, securing applications, and obtaining quotes and comparisons for the insurance companies the agency represents.
Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, and correspondence. Review policies for accuracy and update files in the agency management database.
Skills & Experience
At least 1-2 years of personal lines insurance industry experience customer service, rating, or underwriting.
Active state insurance license.
Job Specs100% remote, work from home within the Eastern Standard Time Zone. Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity. Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.