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Commercial Lines CSR

Schenectady, New York
Job Type
28 Oct 2020
Ref ID: 02593613

Classification: Sales Assistant

Compensation: $35000.00 to $45000.00 yearly

Seeking an experienced Commercial Lines CSR to join well established agency in Schenectady, NY. In this role, you will be responsible for reviewing the client/prospect needs and identifying the proper coverage, matching them to the products and services.

Commercial Lines CSR Responsibilities:

- Assist clients with all service, claims & billing related questions
- Process new policies & policy changes, providing the information to the client
- Review each renewal & identify gaps in coverage
- Suggest new and/or additional coverage
- Round accounts & rewrite to protect retention for the agency and overall satisfaction to the client
- Quote new business and new lines of coverage for existing clients, sending written proposals adhering to compliance guidelines
- Prepare applications, coverage checklists and commission disclaimers for insured's review and authorization
- Answer phones & call clients; offer coverage reviews and updating client file in AMS360
- Check all renewals, endorsements, etc. from carrier for accuracy and documentation
- Keep record of new, rewritten and cancelled policies by month

Job Requirements:
Commercial Lines CSR Requirements:
- Current State of New York Property Casualty Brokers License
- Strong oral and written communication skills
- Good computer skills
- Two years minimum experience in an agency environment

For immediate consideration, please email your resume to

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  • Job Reference: 186221451-2
  • Date Posted: 28 October 2020
  • Recruiter: Robert Half
  • Location: Schenectady, New York
  • Salary: On Application
  • Job Type: Permanent