Whitehouse Station, NJ
16 hours ago
Customer Service Representative
Work with an assigned Premier Underwriter(s) to acquire and retain Premier and Family Office clients.  Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations.  Provide new line quotes, option quotes, quote proposals, rewrites, endorsements, renewal account management; create client excel spreadsheets for underwriting account review.  Manage and prioritize all requests meeting expectations timely Create spreadsheets for agents to organize client information  Identify additional service options for Premier clients  Liaison for internal and external business partners  Business travel to agent’s offices with business partner to review Premier client accounts  Understand business acumen and marketing concepts as they relate to the Premier clients  Demonstrate flexibility with work hours based on business/department demands  Assist with special training requests   Superior client service, organized desk management skills, professional written and verbal communication skills, time management skills, strong analytical and problem-solving skills Ability to maintain an exceptional phone presence even in difficult or complex situations Ability to manage multiple priorities in a fast-paced environment with a focus on quality results Ability to work independently while supporting the department’s goalsStrong Masterpiece/ PLS experience required - and Commercial Underwriting Workstation (CUW) and Excel skills a plusBring initiative, creativity and negotiation skills that positively impact business results through strategic thinking and innovative solutionsAccepts accountability 

Additional Requirements:

College degree preferred or relevant client service experience

 

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