Commercial Lines Customer Assistant supports the Personal and Commercial Lines Account Managers
Responsibilities:
Handle and issue Certificate of Insurance requests for the Commercial and Personal Lines team
Create and send Policy change requests to the carriers associated with Certificate Requests, when required
Obtain online documents such as customer billing information, report and follow up claims
Handle and follow up on Cancellation Pending-Non-Pay notices, and Reinstatements
Run MVR reports when requested
Issue and/or assist with auto ID cards, updating drivers, vehicle and equipment schedules
Provide accurate, prompt and courteous service to the clients
This position sits at the front desk and greets any visitors as well as handles mail and other clerical duties
Successful candidates must be organized, possess excellent communication and computer skills, be a team player and have a positive attitude. Prior Property and Casualty Insurance experience a must. Having a New York Property and Casualty Broker license and/or experience using AMS360 would be a preferred. Must become licensed in P&C within the first 6 months.
This is a in house position located in our Catskill Office full time.
This is a growth position.
Come join the Reis team!