Commercial Lines Customer Service Representative (CSR)

Eastern Shore Insurance Agency is a 100% employee owned, client-focused agency that is recognized as a trusted insurance advisor in our communities. We value long lasting relationships with our clients, built on a commitment to excellence, continual improvement and a high standard of customer service.

Position Description:

We are seeking a Commercial Lines Customer Service Representative to provide customer solutions, act as a liaison, maintain an understanding of company processes, and provide products and services to meet the needs of each customer.  The candidate for this role will have strong communication and organizational skills with a desire to provide exceptional customer service.

The candidate will be responsible for servicing and processing a book of business; quoting, requesting and processing of new and renewal policies, endorsements, audits including audit disputes, cancellations and reinstatements; remarketing of accounts; creating proposals; certificates of insurance as well as account-rounding. This role will support the efforts of our agency sales team.

 Qualifications:

  • New York Property & Casualty license preferred or must be able to pass employer-paid state insurance licensing course and exam
  • Prior customer service experience of at least one (1) year
  • High school diploma
  • Strong written and verbal communication skills to help customers with their insurance needs
  • Ability to maintain professional and courteous communication at all times
  • Ability to multi-task, prioritize and manage time effectively
  • Ability to work well independently as well as on a team
  • Focused, productive, and accountable with an attention to detail
  • Proficient in Microsoft Office (Outlook, Word, Excel)
  • Ability to learn and become proficient in customer relationship management software

Available Employee Benefits:

  • Competitive salary
  • Employer-funded retirement stock plan (Employee Stock Ownership Plan)
  • 401K
  • Paid Time Off, plus paid holidays
  • Term Life Insurance, employer-funded
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Continuing Education & license renewal, employer-paid
  • Education Incentive Program
  • Growth potential

Company Description:

Headquartered in Fulton, Eastern Shore Insurance Agency is a Trusted Choice® agency and a 100% employee owned ESOP (Employee Stock Ownership Plan) company. Eastern Shore works with more than 30 insurance companies and offers a full range of business and personal insurance, including property, liability, automobile, recreational vehicle, farm, worker’s compensation, and bonds. Eastern Shore also meets the risk management and insurance needs of many New York municipalities, schools and emergency services.

Eastern Shore Insurance Agency, www.easternshoreia.com, is an independent agency with offices in Camden, Fulton, Liverpool, Pulaski, Walworth and Waterloo.

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