Queensbury, NY30+ days ago
Essential Job Functions: > Complete customer requests for new business quotes, review existing accounts for proper coverage and insurance carriers for placement; process changes and collect premium when applicable; perform claim reporting and handling > Solicit referrals from current customer base to broaden list of prospective customers and enhance coverage of existing customers to support department and Company goals > Maintain customer accounts on agency computer system; document all transactions in activity log and suspense file, send confirmations to insureds and adhere to all procedures > Consult with customers on coverage and risk exposures to ensure adequate coverage; provide consistent, outstanding service by reacting to and anticipating customer concerns and needs > Work closely with Client Advocate Professionals and Agency Support team to provide quality customer experience highlighted by exceptional service, outstanding knowledge of industry, and timely responsiveness > Provide training, support and guidance to co-workers and customers as appropriate; answer questions and promote education to ensure understanding of processes, coverages, and conditions > Participate actively in community as defined by Company community involvement requirements. Skills/Knowledge: > Thorough and demonstrated knowledge of insurance underwriting and rating procedures > Working knowledge of insurance management systems > Excellent communication skills, both written and verbal; comfortable communicating with customers, co-workers, management, and vendors > Ability to independently handle multiple tasks and priorities while meeting strict deadlines; attention to detail > Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint.