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Lynbrook

    Licensed Insurance Broker - Lynbrook, United States - TBG | The Bachrach Group

    TBG | The Bachrach Group
    TBG | The Bachrach Group Lynbrook, United States

    3 days ago

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    Description

    Licensed Insurance Broker

    Location: Lynbrook, NY

    Salary: $50,000 - $60,000 (Based on experience)

    An expanding company in Nassau County is seeking a Licensed Insurance Broker to join their team, specializing in both Personal and Commercial departments.

    Responsibilities:

    • Promptly and professionally respond to customer inquiries and requests.
    • Process endorsements and policy changes efficiently for clients.
    • Transmit necessary information to clients and brokers, including ID cards, DEC pages, applications, and quotes.
    • Assist applicants and brokers in completing applications and required forms.
    • Collaborate with the underwriting team to gather client information.
    • Escalate customer service issues to management when necessary.
    • Contribute to special projects as needed.
    • Provide assistance to clients regarding billing inquiries and policy adjustments.
    • Actively cross-sell other value-added services to clients.
    • Review and re-write current accounts to better suit client needs.
    • Maintain client files and communication activities in the agency management system.
    • Stay updated on changes in carrier plans and policies.
    • Perform tasks such as preparing applications, marketing new and renewal risks, obtaining and reviewing quotes, binding policies, checking policies, and requesting endorsements.
    • Build and nurture relationships with clients, carriers, and agents.

    Requirements:

    • 2+ years of experience as a Commercial or Personal Lines Customer Service Representative (Licensed Insurance Broker).
    • High School Diploma or recognized equivalent.
    • Property & Casualty Producer's License Required.

    Additional Skills:

    • Applied Systems knowledge.
    • Proficiency in PC skills including Word, Excel, and Outlook Explorer.
    • Excellent verbal and written communication skills.
    • Strong organizational abilities.
    • Ability to work both independently and collaboratively within a team

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