MARSHALL & STERLING INC
Poughkeepsie, NY, USA
Description:
Provide superior service and serve as the point of contact person for our clients and Account Managers. MAJOR RESPONSIBILITIES Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services that our agency provides. Secure applications from clients for all coverages, including price quotations and comparisons for the companies we represent. Request binder checks, tax documentation, group applications, identification cards, certificates of insurance and requests for proof of insurance. Manage all account transactions (including but not limited to) group and member paperwork, binders, cancellations and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures. Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies. Process...