Commercial Lines Account Executive - Hybrid
Full-time
TWFG Insurance
Job Description
Job Description
Job description:
Rotterdam, NY insurance agency seeking Commercial Lines CSR to join our team. This candidate should be experienced in commercial insurance and the day to day agency operations. Immediate opening available for full time position. We offer a competitive salary based upon your experience, flexibility for remote or partially remote access, health insurance, retirement plan with 401K matching, paid holidays and vacation.
Responsibilities:
- Gather client information and complete applications for new and renewal quotes/policies
- Rate/Quote all commercial lines of business, new and renewal policies, using carrier websites or submit for quoting
- Prepare proposals and propose new business and renewal quotes
- Ensure accuracy of account information on new and renewal policies, endorsements, and audits
- Provide excellent customer service, fielding customer phone calls/visits, answering questions, processing payments, or reporting claims to carriers
- Process policy change requests and issue certificates, binders, insurance cards
- Maintain customer files with proper records, according to carrier guidelines
Experience with an agency management system is a plus. We currently use EVO.
Requirements :
- Valid NYS P&C License (Required)
- Commercial Insurance 2 years (Required)
- General computer knowledge and skills
- Experience with carrier websites
- Time management along with the ability to multi-task with attention to detail while providing excellent customer service is a must.
Immediate opening available. Please submit your resume and join our team today!
Experience :
- Commercial Lines Insurance: 2 years (Required)
License/Certification:
- NYS P&C Brokers License (Required)
Work Location : Hybrid remote in Schenectady, NY
Company DescriptionThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.
Company Description
The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.
Vacancy posted 1 day ago
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