Personal Lines CSR

Brown Insurance Services; Town of Florida (NY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Health Insurance

401k with employer match

PTO after 90 days

Job summary

Brown Insurance Services in New York is seeking a Personal Line CSR to support operations within the agency. The ideal candidate will have experience in administrative roles, be detail-oriented, and proficient in agency management systems like Applied Epic.

In this position, you will monitor policy statuses, process documentation, and assist Account Managers with their workloads. Benefits include health insurance, a competitive salary starting at $40K, and a 401k matching plan after 12 months.

Qualifications

• Minimum 2 years of experience in administrative or customer service roles.
• Comprehensive reading skills needed.
• Strong problem-solving skills required.

Responsibilities

• Monitor carrier websites and retrieve policy notices.
• Maintain the accuracy of the agency management system.
• Process insurance-related documentation.

Skills

Detail-oriented

Problem-solving

Organizational abilities

Proficient in Microsoft Office Suite

Multitasking

Education

High school diploma or equivalent

Tools

Applied Epic

Job description

Join Brown Insurance Services
Personal Line CSR

Do you take pride in accuracy and follow-through? Do you enjoy checking tasks off a list and completing objectives? If so, this is the role for you. If you are ready to make a meaningful impact and grow in experience in a respected insurance agency, apply now to become a valued member of our team!

What You'll Do:

• Monitor carrier websites and retrieve policy notices
• Help maintain the accuracy and integrity of our agency management system (Applied Epic)
• Ensuring policy status reads correctly in Applied Epic
• Attach policy documents and maintain accurate client records
• Review and route carrier communications to the appropriate Account Manager
• Process mortgagee change requests and proof of insurance requests
• Verify policies are renewed or cancelled in Applied Epic
• Create follow-up activities for the Account Managers
• Process insurance-related mail and documentation
• Support Account Managers by keeping policy workflows moving
• Provide additional support on overflow call transferring when necessary

What this role is NOT:

• A front client-facing position
• A cold-calling position
• A receptionist position
• A commission-based role

This is an operations-focused position that plays a critical role in supporting our internal team.

Requirements:

• High school diploma or equivalent
• Minimum 2 years of administrative, customer service, office operations, insurance, banking, healthcare administration, mortgage, title, legal support, or other detail-oriented office experience
• Comprehensive reading skills
• Strong problem-solving skills
• Detail-oriented with exceptional organizational and time-management abilities
• Proficient computer skills, including experience with agency management systems and Microsoft Office Suite, Applied Epic
• Ability to multitask and manage multiple priorities
• Active 4-40, 20-44, 2-20 License
• Prior experience (preferred)

Benefits:

• Base $40K
• PTO included (after 90 days)
• Health Insurance – Employer pays majority for the primary insured (after 90 days)
• Dental/Vision/Aflac Available – Employee cost (after 90 days)
• 401k after 12 months of employment- Employer up to 4% match

Brown Insurance Services is celebrating over 50 years as a family-owned agency in FL. We are a full-service independent agency representing top insurance carriers. These strategies allow us to operate in the client's best interests, rather than being confined to limited options through a big-box agency. Check out our website to see more about the agency, and feel free to read our agency reviews from our amazing community of clients.