Insurance Brokerage CSR/Clerk

Insurance Brokerage CSR/Clerk Woodside, NY Job Details Full-time $55,000 - $60,000 a year 16 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Qualifications Record keeping Teamwork Customer relationship building Phone communication Regulatory compliance Administrative experience High school diploma or GED Invoice payment processing Task prioritization Data entry Business Administration Clerical experience Productivity software Appointment scheduling Claims documentation management Document management Business Communication skills Entry level File organization Time management Client interaction via phone calls Full Job Description The CSR/clerk at a commercial auto insurance brokerage plays a crucial role in supporting the operations and ensuring the smooth functioning of the office. The primary purpose of this position is to assist in administrative tasks, manage client interactions, and facilitate efficient processing of insurance policies and claims. Key Responsibilities

Client Interaction:

Serve as the first point of contact for clients, both in person and over the phone. Answer inquiries, provide information about insurance policies, and assist clients with their needs.

Administrative Support:

Perform general office duties such as filing, data entry, and managing correspondence. Maintain organized records of client information, policy documents, and claims.

Policy Processing:

Assist in the preparation and processing of insurance policies. Ensure that all required documentation is complete and accurate before submission.

Claims Assistance:

Support clients in the claims process by gathering necessary information, completing forms, and liaising with claims adjusters.

Document Management:

Maintain electronic and physical filing systems, ensuring that all documents are properly stored and easily accessible.

Compliance:

Ensure that all activities are conducted in accordance with insurance regulations and company policies. Stay updated with the latest industry standards and guidelines.

Communication:

Communicate effectively with clients, insurance carriers, and internal teams. Provide updates and follow-ups as required.

Customer Service:

Deliver exceptional customer service by addressing client concerns promptly and professionally. Strive to enhance client satisfaction and build positive relationships.

Assisting Brokers:

Provide support to insurance brokers in preparing quotes, proposals, and other client-related documents.

Meeting Coordination:

Schedule and coordinate meetings between clients and brokers, ensuring all necessary preparations are made.

Billing and Payments:

Assist in managing billing processes, including invoicing and processing payments from clients. QualificationsEducation and Experience

Education:

A high school diploma or equivalent is required. Post-secondary education in business administration or a related field is an asset.

Experience:

Previous experience in an administrative role, preferably within the insurance industry, is highly desirable. Skills and Competencies

• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in using office software, such as Microsoft Office Suite.
• Proficiency with insurance management systems. Expertise with Epic system highly desirable.
• Attention to detail and accuracy in data entry and document management.
• Ability to handle multiple tasks and prioritize effectively.
• Ability to work independently and collaboratively in a team environment.
• Problem-solving skills and the ability to handle difficult situations professionally.

Certifications:

Any relevant certifications in insurance or office administration will be considered a plus.

• Familiarity with insurance terminology, policies, and procedures is an advantage.

Attributes:

• Professional demeanor and appearance.
• Customer-oriented mindset with a focus on delivering high-quality service.
• Dependability and a strong work ethic.

Work Environment The Billing Clerk position is a full-time role based at our office. The work environment is fast-paced and dynamic, requiring the ability to manage multiple tasks and deadlines simultaneously. The role may occasionally require extended hours to meet billing cycles and financial reporting deadlines. Benefits We offer a competitive compensation package that includes:

• Competitive health and dental benefits.
• Paid time off and holidays.
• Supportive and collaborative team environment.

How to Apply Interested candidates are invited to submit their resume and a cover letter outlining their qualifications and experience. Applications can be sent to . We look forward to reviewing your application and potentially welcoming you to our team!

Job Type:

Full-time Pay:

$55,000.00 - $60,000.00 per year

Benefits:

Dental insurance Health insurance Ability to

Commute:

Woodside, NY 11377 (Required) Ability to

Relocate:

Woodside, NY 11377: Relocate before starting work (Required)

Work Location:

In person