Job Description

CITY UNDERWRITING AGENCY, an Acrisure agency partner, has a long, stable history of providing the New York and surrounding area with high quality, competitively priced risk management and insurance products. Founded in 1930 by James A. Roe, the agency was headquartered in New York City until moving to Long Island in 1984. Today, it is thriving under a third generation of Roe family leadership, growing steadily while being consistently recognized as one of the most innovative and reputable insurance agencies in the Tri-State area.

Protecting your business, family and future since1930. City Underwriting is a third generation insurance brokerage, providing property casualty, group heath, and bonding, risk management services to businesses. The primary duties of the CUSTOMER SERVICE REPRESENTATIVE is to work with the COMMERCIAL LINES Department and to provide the technical servicing and support and/or the clients' Insurance servicing needs. Also support Account Managers and Sales Producers in preparing necessary paperwork to maintain accounts. This position in an entry-level position and perfect for that new grad or someone looking to launch their insurance career.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Support Account Managers to complete administrative tasks
• Initiate renewal activities
• Create/update coverage specifications in agency management system database
• Process policy changes
• Review Quotes and prepare client proposals
• Maintain accurate customer files and diary system
• Utilize carrier websites to quote, process changes and access policy documents
• Check policies and endorsements for accuracy & deliver to insured
• Prepare certificates
• Issue ID cards
• Transact agency and direct bill invoicing

COMPETENCIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

• High school diploma required
• College degree, (2 or 4 year) preferred
• One year Insurance or office experience, preferred but not required

TECHNOLOGY SKILLS:

• Strong PC skills including Microsoft Office, Excel, Word, and Outlook, required

OTHER QUALIFICATIONS:

• High attention to detail and organization skills
• Excellent communication skills
• Ability to multi-task in a fast paced environment
• Strong problem solving skills
• Ability to interact with diverse personalities
• Strong verbal and written communication skills
• Bilingual (Spanish) would be a bonus

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20 lbs

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

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