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Personal Lines Insurance Representative (City Underwriting Agency)

Company: Acrisure
Location: Hempstead
Posted on: January 7, 2022

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. We currently have the need for a Part-Time or Full-Time Personal Lines Insurance Representative. The primary duties of the Personal Lines Insurance Representative are to work within the personal lines department as an Account Manager. The primary duties of this position are also to provide technical servicing and support to our clients insurance needs.

Essential Duties And Responsibilities

  • Initiate renewal activities
  • 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
  • Issue ID cards and binders
  • Transact agency and direct bill invoicing
  • Provide additional risk management through cross selling of appropriate insurance products where needed

    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
    • Minimum one-year Personal Lines insurance experience, required
      Technology Skills
      • Strong PC skills including Microsoft Office, Excel, Word, and Outlook, required
      • Prior experience with insurance specific Agency Management Systems (TAM, Applied Epic) preferred
        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
            • Hybrid work schedule (Home and Office) available after initial onboarding
            • The noise level in the work environment is usually moderate
            • Part-Time and flexible hour positions available as well

Keywords: Acrisure, Hempstead , Personal Lines Insurance Representative (City Underwriting Agency), Other , Hempstead, New York

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