Current Openings/Location: Syracuse, NY:

 

Personal Lines Marketing/Customer Service

Salary range $52,000-65,000

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SUMMARY

CH Insurance is looking for a full-time personal lines insurance marketing/customer service professional

The right candidate is dependable, flexible, people-oriented and enjoys working in a family environment. This position will work with many of CH Insurance’s personal lines customers. The ideal candidate will be responsible for providing superior service in a timely manner.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES:
 

• Prepare applications and review for accuracy

• Rate and quote new and renewals risks using insurance carrier rating systems.

• Awareness and familiarity with insurance company underwriting guidelines and authority.

• Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc.

• Prepares summaries and proposals for new and renewal accounts.

• Process endorsements, certificates of insurance, auto ID cards, policy changes

• Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF.

• Respond to coverage questions, billing inquiries and other client requests

• Establish relationships with insurance carrier underwriters and marketing representatives.

• Maintain marketing files.

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QUALIFICATIONS

• 2 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing personal lines accounts.

• Working knowledge of personal lines insurance products (auto, homeowners, umbrella, renters, rental/landlord property, cycle, boat, etc)

• Ability to interact with clients in person, via phone or email.

• Applied (EPIC) or similar agency management system experience required. Applied EPIC preferred.

• Technical knowledge of personal lines coverage & rating

• Knowledge of computer software packages, including Word and Excel

• Knowledge on how to issue binders, certificates, and auto identification cards

• Professional verbal and written communication skills

• Team player with a good work ethic

• Good organization skills including prioritizing time sensitive assignments and completing assignments with tight deadlines.

• Ability to be proactive and follow up with carriers, producers, clients, etc.

• Ability to multitask to work on multiple accounts with common due dates, etc.

• NYS Property / Casualty Agents/Brokers license required

• Maintain NYS Property/Casualty Agents/Brokers License through continuing education

 

BENEFITS FOR ALL CH POSITIONS

• Salary based on experience

• 401(k)

• 401(k) matching

• AD&D insurance

• Dental insurance

• Disability insurance

• Flexible schedule

• Health insurance

• Paid time off

• Vision insurance

• Training & Mentoring

• Telecommuting program

• Wellness & EAP

• Paid parking

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Our normal work week is Monday through Friday, 8:00am to 4:30pm.  There may be times when additional time is needed during the busy season.

 

Personal Property & Casualty Sales Professional

SUMMARY

CH Insurance, an independent insurance agency, is seeking Property & Casualty Sales Professional. This position will work to generate new leads and sales opportunities from the CH alliances, phone prospecting, email blasts, and lead follow-up calls.  This position does not require weekly travel but may have the occasional meeting offsite.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:
 

• Target small accounts and prospects, such as, liquor/hospitality industries which include retail stores, restaurants, bars, special events, and non-profits.

• Understand customer needs and answer their questions.

• Build a database of current/potential customers with expiration dates by making a minimum of 50 phone calls each day (subject to change based on selling).

• Learn how to obtain online quotes from carriers.

• Engage, use, and have a strong presence on all social media outlets.

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QUALIFICATIONS:

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• NYS Property & Casualty Agents/Brokers license required.

• 1-2 years of Property & Casualty experience.

• Strong written and verbal communication skills.

• Strong analytical skills.

• Strong organizational skills.

• Ability to work independently in a fast paced environment.

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CH Insurance is the #1 local, family owned, independent local insurance agency in Upstate NY. Located in downtown Syracuse, we've been honored with numerous awards of the years including "Best Places to Work in CNY," Business of the year under 50 EEs, Economic Champions each year by Centerstate CEO, Family Business of the Year, and various community awards.  Supporting the communities we serve is vitally important. The CH Team is engaged, involved, and committed to making a difference in every corner of the community. We support many charities including The Joseph House for Women, David's Refuge, In my Father's Kitchen, and Francis House.

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To apply click the link below and attach you resume.