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DATE ADDED: Wed 20/11/2019

Personal Lines Account Representative (Insurance) - Syracuse, NY

Albany, NY, US


JOB TYPE: Permanent, FullTime

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

Overview of Your Role

The Personal Lines Account Representative identifies, contacts, and develops prospective clients, and oversees clients' business in the personal lines of insurance, following SEFCU and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel.

Accountabilities and Responsibilities

+ Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts.

+ Handle and process new and renewal personal lines business.

+ Provide personal lines quotes.

+ Meet sales and revenue objectives.

+ Provide in-house customer service to clients as assigned and requested.

+ Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.

+ Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices.

+ Ensure that these items are delivered and/or mailed to client.

+ Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the Producer only when necessary.

+ Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

+ Be familiar with and follow agency E&O guidelines.

+ Maintain electronic and/or paper files in an orderly, up-to-date manner.

+ Perform special projects at management's request.

+ Other duties as needed

Credentials, Experience and Skills

+ High School or Graduate Equivalency Diploma is required. Two-year college degree preferred

+ Must have a valid NY State Property Casualty Agent or Broker's License

+ Minimum of two years' Personal Lines Insurance experience

+ Knowledge of computer systems and operations is desirable

+ Good listening skills and attention to detail are important

+ Knowledge of personal insurance and products is essential

+ Must be eligible for bonding, NY State Property and Casualty, or Agent's or Broker's license and any required continuing education

+ Your ability to be bonded is required

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

SEFCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at #removed#

At SEFCU, you'll find more than just a job, you'll be part of realizing our mission of Changing Lives Every Day. We'll help you grow personally and professionally, and provide you the opportunity to use your strengths and passion to unleash your potential. The foundation of our success is truly our employees. As we work together to serve our members and our communities, we rely on our collective talents to create and deliver superior financial products and exceptional service that are uniquely SEFCU. The following tenets are the heart and soul of our culture and central to how we do business:

+ Community Betterment - People helping people is a way of life at SEFCU. Work diligently to support our communities and inspire others to do the same.

+ Fun and Wellness - A balance of mind, body, and spirit leads to satisfaction, engagement, and mutual success. Have fun while working hard.

+ Continuous Improvement and Change - Model and embrace behaviors and attitudes that support and advocate for current and future growth opportunities.

+ Teamwork - Build open, honest, and supportive relationships. Foster a collaborative environment of respect, empathy, open communication, and trust.

+ Member Service - Always be approachable, empathetic, and positive while delivering high-quality service to colleagues and members alike.