Insurance Broker•Sales & Service Rep

KARIS & KARIS INC

Mineola, NY Job Details Full-time $62,400•$85,000 a year 4 days ago Benefits 401(k) Paid time off Flexible schedule Qualifications Bilingual Managing customer accounts Commercial insurance policies Insurance products customer support Experience at insurance agencies Customer relationship building Property & Casualty License Managing clients in a customer support role Bank experience Customer relationship management Insurance sales Account management Quality data entry Customer data entry Full Job Description Insurance Customer Service Representative (CSR)•

Personal & Commercial Lines Location:

Mineola, NY Job Type:

Full-Time Compensation:

Salary + Commission/Bonus Opportunities I am seeking an experienced and customer-focused Insurance Customer Service Representative (CSR). This position supports both Personal and Commercial Lines clients and plays a key role in delivering exceptional service while maintaining strong relationships with customers and insurance carriers. Commercial Lines experience is a core requirement for this role. Candidates must have a minimum of 5 years of Commercial Lines insurance experience. If you are detail-oriented, organized, and have a strong Property & Casualty insurance background, I would love to hear from you. Responsibilities Provide exceptional customer service by phone and email. Taking care of daily tasks, mail & scanning Assist clients with policy questions, coverage inquiries, endorsements, billing concerns, and service requests, ID cards Communicate with insurance carriers regarding policy status, underwriting requirements, and account servicing. Contact clients regarding cancellation notices, missing information, and policy updates. Process policy changes and endorsements accurately and efficiently. Issue Certificates of Insurance (COIs). Prepare insurance applications and assist with underwriting submissions. Follow up on outstanding underwriting information and documentation. Conduct outbound calls to clients and carriers as needed. Maintain accurate client records and agency management system data. Handle multiple priorities while providing professional and friendly service. Qualifications Minimum 5 years of Commercial Lines insurance experience required. Minimum 5 years of Property & Casualty insurance experience required. New York State Property & Casualty License Experience servicing Commercial Lines accounts, including policy changes, endorsements, certificates, and carrier communications. Bilingual candidates are encouraged to apply. Excellent verbal and written communication skills. Strong customer service and relationship-building abilities. Proficient data entry and computer skills. Ability to work independently and manage multiple tasks. Strong attention to detail and organizational skills. Benefits Competitive salary based on experience. Commission and bonus opportunities for licensed employees. Simple IRA retirement plan. Paid Time Off (vacation, personal, and sick days). Stable, professional, and supportive work environment

Experience Commercial Lines Insurance:

5 years (Required)

Property & Casualty Insurance:

5 years (Required) License/Certification New York State Property & Casualty License (not required) Equal Opportunity Employer We are an Equal Opportunity Employer and are committed to providing equal employment opportunities to all qualified applicants and employees. We do not discriminate on the basis of race, color, religion, sex, pregnancy, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. Employment decisions are based on qualifications, experience, skills, performance, and legitimate business needs

Job Type:

Full-time Pay:

$62,400.00•$85,000.00 per year

Benefits:

401(k) Flexible schedule Paid time off Application Question(s): Commercial & Personal Lines insurance experience

Experience:

Insurance sales: 5 years (Required)

License/Certification:

New York State Property & Casualty License (Preferred)

Work Location:

In person