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Account Manager / Representative
Armonk, NY
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GPAC

Commercial Insurance CSR

Job Description

Client Service Representative (CSR) - Commercial Insurance Hybrid | Competitive Benefits A regional insurance brokerage with deep roots in Westchester County, NY is seeking a skilled Client Service Representative (CSR) to join its growing commercial team. This role is ideal for a detail-oriented professional with strong servicing background, ready to support the commercial account managers and clients in securing tailored coverage solutions. You'll play a central role by managing the back office and maintaining system integrity—all while contributing to a collaborative, client-focused environment.
Key Responsibilities:
Prepare ID Cards, Certificates of Insurance, and Evidence of Property Insurance Monitor and follow up on Direct Notices of Cancellation (DNOCs) Assist with Quoting Support Billing by preparing invoices, following up on payments, and responding to inquiries Process Endorsement Requests Maintain accurate documentation and ensure timely follow-ups
Why Join This Agency:
Privately held, with over 100 years in the Northeast Expedited growth opportunities High-growth mode organization, privately held 401k, PTO, Medical, Dental, Vision, Major Medical.
Generous PTO Qualifications:
Prior experience in commercial insurance processing and account servicing Familiarity with AMS360 or Epic systems preferred Strong organizational and communication skills Ability to work independently and collaboratively in a hybrid setting This role is ideal for someone who thrives in a fast-paced environment and is eager to grow within the insurance industry. For consideration, please email your resume to the agency's search consultant at bethany.delahunt@gogpac.com.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
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