Skip to content

Commercial Insurance Account Manager

Apply to this job

Insurance Customer Service Representative (CSR)

Seneca Falls, NY

About the Role

To service clients and solicit insurance policies. Ideal candidate will have excellent relationship building skills, a great sense of humor and a love for helping people. Salary plus commission.

Major Duties and Responsibilities:

  • Supports agency manager/senior agent with scheduling and developing new business opportunities.
  • Assists in collection of client personal and business information for applications and renewals.
  • Markets policy applications to various companies to obtain competitive products and pricing.
  • Prepares professional proposal and renewal packages which support customer retention and agency profitability.
  • Prepares Certificates of Insurance, orders Loss Runs, processes Cancellation Requests.
  • Provides Business customers with claims service and reporting.
  • Processes changes and endorsements to commercial lines policies
  • Records policy information and account activities into our Agency Management System (Applied – EPIC)
  • Assists with various marketing efforts attending community events, supporting sales initiatives with mail merge and conducting market research
  • Perform all actions relating to the public, individuals and companies, in a manner that will avoid potential errors and omissions
  • Responsible for compliance with regulations including but not limited to Anti-Money Laundering, U.S. PATRIOT Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures and Privacy and Confidentiality requirements
  • Perform other duties as assigned

Requirements of Position:

Education Requirements: Associates Degree is preferred. Minimally, a High School Diploma or equivalent.

Experience Required: Prior experience in a direct customer service role. Experience with a CRM/Customer Database.

Licensing: New York State Insurance Agents or Brokers License or a NYS P&C License must be obtained within one year of employment.


  • Excellent interpersonal and communication skills, and a pleasant and professional appearance.
  • Proficient in Microsoft Suite.
  • Must show a willingness to accept responsibilities in a professional manner and demonstrate the capability of handling confidential information.

Apply to this job