We're Hiring: Commercial Insurance CSR

Posted by Edward X. McNamara on September 27, 2017

This position will be primarily responsible for working with account managers and producers on new and renewal commercial insurance servicing to include: certificate processing, policy maintenance and change requests; application preparation, producer support; creating and maintaining client files and underwriting data; direct communication and follow up with clients as necessary and other clerical duties as assigned. This is an inside service position with no/limited travel requirements. An excellent phone presence and willingness to work as part of a team are critical to the position.

SKILLS REQUIRED
We need a fast learner who possesses:
  • Excellent written and oral communication skills
  • Strong computer skills (MS Word, Excel, Adobe and Outlook)
  • Strong organizational skills
  • Familiarity with paperless office concept, document scanning, email, etc.
  • A positive and professional attitude
QUALIFICATIONS, EDUCATION and/or EXPERIENCE :
  • Minimum 2+ years insurance experience
  • Experience working in an agency management system (Applied/Epic a plus)

Interested?  Please send a cover letter and resume to [email protected]

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About the author Edward X. McNamara

Ed McNamara is CEO and founder. With his partners, he delivers protection and growth at their full-service commercial insurance brokerage. Their proprietary examinations of risk profiles gives them a window into client challenges and opportunities. This perspective helps them to identify prospective customers, partners, and strategic suppliers in their fleet who – through personal introductions – can enable their clients to grow, prosper, and become more competitive.