Personal Lines CSR – NYS Property & Casualty License

Location: Saratoga, NY

Description:
Our client is currently seeking a NYS Property & Casualty Licensed – Personal Lines Customer Service Representative. This is a full-time, permanent Customer Service Representative position located in New York’s Capital Region. The representative will be responsible for servicing existing client’s insurance needs and quoting new business for assigned Producers.

Responsibilities Include: 

  • Responding to inquiries from Agency insured’s, prospects and Producers.
  • Completion of applications, rate and quote risks for new and renewing business.
  • Processing of miscellaneous changes, billing inquiries, endorsements and cancellations.
  • Processing and forwarding of claim inquirers to our claim representative and/or carrier.

Qualifications:

  • NYS Property & Casualty License with a minimum of 2 years of Property and Casualty insurance experience (in an independent agency environment).
  • Computer savvy, with the ability to learn new software quickly.
  • Knowledge of current Microsoft Office Suite.

 

If you are qualified for this position, please apply using our secure online form.

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Commercial Lines Client Representative

Location: Albany, NY

Description:

Our client is currently seeking an experienced Commercial Lines Client Representative to join their established organization. The Commercial Lines Client Representative will be responsible for the retention of existing clientele, the remarketing of products and services to existing clientele, and completing client policies. This is a full-time, permanent position.

Responsibilities Include:

  • Gather, sort, organize, and record data, information and documents.
  • Code and rate policies for completion.
  • Process account renewals. Review new business, cancellations, and reinstatement requests to ensure underwriting guideline compliance.
  • Attend to client inquiries and problems. Provide the necessary information or resolve issues as necessary. Report on irregularities as identified.

Qualifications:

  • A Bachelor’s Degree is preferred.
  • A minimum of 3 years of experience working in a P&C agency with Referral clients is required.
  • Prior customer service experience is required.
  • AMS360 management system experience is preferred.
  • Must have excellent interpersonal, written, and verbal communication skills.

 

If you are qualified for this position, please apply using our secure online form.

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Commercial Customer Service Representative

Location: Saratoga, NY

Description:

Our client is currently seeking a Commercial Customer Service Representative with their NYS Brokers License. The Commercial CSR will be the first point of contact for the company’s insureds. This is a full-time, permanent role.

Responsibilities Include:

  • Ensuring policy coverage forms are accurate.
  • Negotiating renewals with insurance carriers.
  • Managing account transactions, processing change requests, and preparation of proposals.
  • Assisting clients with insurance related problems and finding solutions to resolve insurance related issues.

Qualifications:

  • A Bachelor’s Degree is preferred.
  • 3-5 years of commercial insurance experience is required.
  • Must have a NYS Brokers License.
  • Must be highly organized and have excellent written and verbal communication skills.
  • Must have excellent interpersonal skills.
  • Proficient with Microsoft Office software.

 

If you are qualified for this position, please apply using our secure online form.

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Call Center Manager

Location: Albany, NY

Description:

Our client is seeking an experienced Call Center Manager to lead their Customer Support team. The Call Center Manager will be responsible for the delivery of high standards of service to customers through effective and efficient use of resources.

Responsibilities Include:

  • Maximize the productivity of the Customer Support team and meet the changing customer and business demands.
  • Monitor and analyze team performance. Improve performance through the use of career development plans.
  • Coach, train, mentor, and conduct performance reviews to assist in the career development of the team.
  • Identify areas of improvement through data and statistical analysis. Maintain metrics on customer satisfaction.
  • Develop work instructions, procedures and standards. Ensure compliance from team.
  • Attend to customer complaints/issues.
  • Support the Client Services Manager as necessary.

Qualifications:

  • A minimum of a Bachelor’s Degree in Computer Science, Engineering, or other related technical field and 3 or more years of supervisory experience with customer service, technical support, or business operations team are required.
  • Must have experience with Organizational and team development.
  • Must be detail oriented with strong analytical and problem solving skills.
  • Must have excellent interpersonal, written and verbal communication skills.
  • Windows computing environment (Macintosh a plus) is required. Microsoft Office Suite, call center management, ticketing, CRM and ACD systems proficiency is required.
  • Experience using SalesForce, and the ability to build SalesForce reports are highly desired.
  • Working in eCommerce, the Retail Industry, and or having supply chain experience is highly desired.
  • Scrum Agile methodology and SDLC processes are preferred.
  • Lean, six sigma, or other process improvement methodology experience is preferred.

 

If you are qualified for this position, please apply using our secure online form.

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Project Manager – Professional Services

Location: Albany, NY

Description:

Our client is currently seeking to employ a Project Manager for their Professional Services team. The Project manager will be working closely with sales, account managers, and technical staffing in order to effectively manage all aspects of client specific projects for the Professional Services team. This is a full-time, permanent role, it will require some travel to client sites.

Responsibilities Include:

  • Completing client specific projects through effective leadership.
  • Integrating new partners into the company’s network.
  • Acting as the primary contact for clients in regards to Professional Services projects.
  • Incorporate defined processes to manage integration and enhancement projects for clients.
  • Accurate and effective business and technical analysis through a predefined structured process.

Qualifications:

  • A Bachelor’s Degree in Management or Information Systems with 5 or more years of experience working in software project management are required.
  • Experience working with cross-functional teams is a must, with very strong task management, teamwork, and client management skills.
  • Excellent interpersonal, written and verbal communication skills.
  • Must be proficient using Microsoft Office Suite and Microsoft Project software.
  • Knowledge of XML, EDI and other data interchange standards is a plus.
  • Knowledge of systems integration is a plus.
  • Candidates for this position must have the ability to travel and/or work outside of normal business hours as necessary.

If you are qualified for this position, please apply using our secure online form.

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Customer Service Rep

Location: Albany, NY

Job Description:

Our client is currently seeking a Customer Service Rep with call center experience for a temporary position. This customer service representative will be responsible for answering phone calls on benefits, claims, and member services. They will also be assisting the customer service team with data entry.

Qualifications:

  • The qualified candidate will have at least their HS/GED, a college degree is preferred.
  • Prior experience in a call center is a must.
  • Prior experience in customer service in the health care industry is preferred.
  • Must be proficient using a computer, Microsoft office suite, and performing data entry.
  • Must have excellent written and verbal communication skills.

 

If you are qualified for this position, please apply using our secure online form.

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Client Relations Representative

Location: Latham, NY

Description:

Our client is currently seeking a Client Relations Representative. This is a temp-to-perm client relations role where the ideal candidate will be responsible for resolving problems initiated by clients mainly in regards to plan coverage, benefits, or billing.

Responsibilities Include:

  • Professionally answering all incoming telephone calls to identify and respond to questions and problems presented by insured clients.
  • Provide accurate information to insured clients according to company policies, researching when necessary, and verification of coverage, payments, etc.
  • Reporting customer feedback issues to supervisor (service errors/problems).
  • Ensuring necessary written material (coverage and/or benefits information) are mailed to the clients.
  • Log maintenance and production-related reporting.

Qualifications:

  • Must have strong computer skills and customer service experience; will be handing all inbound phone calls regarding Life Accident and Health products.
  • Insurance background/knowledge required.
  • Associates Degree required.
  • The ability to use the following software/systems is required: JMMAX, LuminX, TeleMagic, CIS, Word, Excel, Outlook and Internet Explorer.

If you are qualified for this position, please apply using our secure online form.

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Client Services Representative

Location: Albany, NY

Description:

Our client is currently seeking a Client Services Representative.  This is a full-time, permanent client services position.

Responsibilities include:

  • Processing of new accounts
  • Maintains all client files and assists with the maintenance of accounts for repeat business
  • Handling responsibility for quote entry, order entry and customer returns
  • Maintaining all customer information including drawings
  • Processing billing and issues certificates and credits
  • Handling responsibility for accounts receivables and processes credit cards
  • Overseeing out of territory processing and express shipments

Qualifications:

  • Associate’s Degree or equivalent from two-year college or technical school preferred
  • Technical Skills: Microsoft Office, Microsoft Excel, Inventory management software, and Order processing systems
  • Ability to write reports, business correspondence, and procedural manuals
  • Excellent oral and written communication skills
  • Ability to effectively present information and respond to questions from groups of managers, clients, and customers

 

If you are qualified for this position, please apply using our secure online form.

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Senior Client Services Representative

Location: Albany, NY

Description:

Our client is currently seeking a Senior Client Services Representative.  This is a full-time, permanent position.

Responsibilities include:

  • Providing client service, marketing and handling daily workflow.
  • Initiate renewal process for existing clients (analyze current benefits and insurance needs, prepare proposals for management review).
  • Collaborate with management to analyze the current benefits and insurance needs of prospective clients.  Market as necessary and prepare results for management review and presentation.
  • Train new or existing employees.

Qualifications:

  • Bachelor’s Degree from 4-year college
  • 4+ years of related experience
  • Proficiency in Microsoft Products including Excel, Word, PowerPoint, Internet, and TAM “The Agency manager.”)
  • NYS Life, Accident and Health license required within one 1 year of employment.
  • Extremely knowledgeable with medical health care benefits and ancillary insurance.

If you are qualified for this position, please apply using our secure online form.

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