What are the responsibilities and job description for the Personal Lines Customer Service Agent position at Donn Gerelli Associates Insurance Agency Inc.?
About us
Donn Gerelli Associates Insurance Agency Inc. is an Independent Insurance Agency located in Croton-on-Hudson, NY. We are professional, customer-centric, and fast-paced.
Our work environment includes:
- Modern office setting
Our Agency is searching for enthusiastic, loyal, and driven Insurance Agent
This position will be responsible for:
· Interacting with clients assisting with their insurance needs including policy inquiries, policy changes, coverage explanations, and claims assistance.
· Manage insurance policies for individual clients, ensuring that policies are accurate, up-to-date, and meet the client's needs. This includes issuing new policies, renewing existing ones, and adjusting as necessary.
· Provide quotes explaining coverage options, premiums, and policy details to help clients make informed decisions about their insurance needs.
· Identify opportunities to cross-sell additional insurance products or coverage options to existing clients based on their needs and circumstances
· Responding to billing and payment processing inquires and completing required reports and documentations
· Maintain accurate records of client interactions, policy changes, claims activity, and other relevant information in the agency’s database and software systems.
· Any other service-related item
Requirements:
· NYS Brokers License
· Knowledge of basic office equipment, Microsoft Office: Teams, Word, Excel, Outlook, & AMS360
· Knowledge and understanding of personal lines insurance carrier guidelines, lines of business, coverages and terms
· Proficiency to multi-task, follow-thru and follow-up
· Exceptional communication skills verbally and written
· Insurance experience-at least 2 years
· Work closely with insurance agents, underwriters, and other team members to provide comprehensive support to clients and ensure smooth operations within the agency.
Please submit your resume and salary requirements.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Supplemental Pay:
- Bonus opportunities
Experience:
- Insurance: 2 years (Required)
License/Certification:
- NYS Brokers License (Required)
Shift availability:
- Day Shift (Required)
Work Location: In person
Salary : $50,000 - $80,000