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Lumos Recruit

Small Commercial Accounts Customer Service Representative (CSR)

brooklyn, NY

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About this opportunity

Lumos Recruit lists this Small Commercial Accounts Customer Service Representative (CSR) opportunity in brooklyn, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

At Lumos, we match Accounting, Financial, HR, IT, and Administrative professionals with solid career growth opportunities. Apply with Lumos and we will be your personal representative! We will promote your strengths and help prepare you for your interview by supplying you with key information about our client.

Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.

Why work for my client

Stable, reputable client in the insurance industry that has been in business for 30+ years and continues to grow

Highly competitive salary and comprehensive benefits package

A clean, modern office in a great location near restaurants and other amenities

An enjoyable, team-oriented work environment with a friendly and helpful staff

An outstanding company culture that is inclusive and diverse

This role includes assisting with new business quoting, managing renewals, processing policy changes, and handling ongoing client service needs.

Responsibilities

Gather client information and prepare submissions for new business quotes.

Follow up with carriers and underwriters on quotes and outstanding items.

Manage renewals for assigned accounts from start to completion.

Process endorsements, policy changes, and client service requests.

Respond to broker and client inquiries in a timely and professional manner.

Review policies and documentation for accuracy.

Maintain organized and up-to-date client files.

Stay on top of deadlines, open items, and follow-ups.

Take ownership of assigned accounts and escalate issues when needed.

Qualifications

Commercial insurance experience preferred.

Strong organizational and time-management skills.

Excellent communication and follow-up skills.

Detail-oriented with a high level of accuracy.

Ability to manage multiple accounts and priorities.

Ability to work independently and as part of a team. xhqgsiq

Proficiency in Microsoft Office; agency management system experience is a plus.

Worksite address

brooklyn, NY, 11210, US

Who can apply

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