Company has been providing insurance coverage to individuals, families and businesses since 1957.

Preserving financial security and protecting assets has become increasingly complex. All of us are more exposed than ever to financial loss. In the current legal and economic climate, it can be difficult to decide whom to trust to protect one’s assets.

The agency is a third-generation, family-owned business. Some of our present corporate and family clients are also members of multi-generational families who have been clients since our founding. All of our clients, whether longstanding or new, know that   The agency offers professional expertise and personalized attention that is increasingly rare today.

The agency develops and maintains strong partnerships with many of the world’s leading insurers. We select carriers that can be relied on to provide secure, innovative and comprehensive insurance solutions. Regardless of your risk exposures, our team and our carriers can assemble a risk management program that will protect your business and/or personal assets.

PRIMARY FUNCTIONS:

1. Creates service schedule for new and renewal clients - Standards: Implement in accordance with procedure manual

2. Performs complete coverage review prior to renewal, identifies inadequacies and missing lines of coverage; notifies client and producers; documents accordingly - Standards: Review completed 120 days prior to renewal

3. Completes renewal process in conjunction with Agency standards and procedures - Standards: All forms completed accurately and applications signed by client

4. Obtains non-marketed renewal quotes from existing carrier, contacts clients and follow-up in conjunction with Producer, renews policies by agency standards; refer all delinquent items to the manager - Standards: Requests renewals from carrier at least 60 days prior to renewal, per agency standard; presents proposal and orders renewal at least 4 weeks prior to renewal.

5. Checks complex and excess market policies as needed, and coordinates transmittal of all policies. - Standards: Policies are processed within 2 weeks of receipt

6. Responds to clients' needs by coordinating the issuance of Acord forms, Summaries of Insurance and other related items accurately and on time - Standards: Requests completed within 24 hours and corresponding activities entered into system

7. Review audits prior to processing and handles accordingly - Standards: Audit reviewed within 3 days

8. Refers current and prospective clients to Life & Health and/or Personal Lines for solicitation - Standards: Upon binding of new business or processing of renewal

9. Prepares renewal report and clears old expiration items and corrects policy statuses - Standards: Report is reviewed every Tuesday

10. Maintains a professional and retentive relationship with every assigned client - Standards: 90% of clients renew each year

11. Runs & maintains accounts receivable according to agency standards - Standards: Report is run every Tuesday.

12. Contacts clients as appropriate - Standards: All client phone calls returned the same business day. Telephone contact or personal visits in accordance with planned visitation schedule.

13. Invoices all transactions accurately - Standards: 100% invoicing accuracy; all premium items handled within 5 working days

14. Can function as a Customer Service Representative as needed. - Standards: Performs function in the absence of the CSR

15. Performs other duties as requested or required. – Standards: Established expectations and deadlines met.

MUST HAVES:

• 5+ years in the insurance industry, preferably in a commercial lines customer service capacity

• P&C license, and must have property and casualty insurance agency experience to be considered

• Knowledge of a variety of Commercial Lines coverages, not specific niches only (position will service retail, technology, financial institution accounts to name a few)

• Full knowledge of insurance products and usages

• Background with an agency, not a company

• Excellent customer service and computer skills

PREFERRED:

• Superior knowledge of the Applied System (EPIC) and proficient in Word and Excel (including formulas)

• Lives within 45 minutes of Englewood Cliffs NJ excluding Brooklyn, Queens and Long Island

PROFESSIONAL SKILLS & ABILITIES:

• Desire to pursue continuing education and/or a professional designation

• Appropriately attired for professional office environment

• Manage workflow of assigned book of business and delegate workflow

• Mentor for CSR and CSA

• Strong verbal and written communication skills

• Ability to maintain a positive attitude, express enthusiasm and be flexible

• Ability to work independently or as part of a team

• Ability to carry out complex tasks with many concrete and abstract variables

• Compatible with other employees

Please include linked-in profile, location, and contact info on resume.  Thank you.