ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare applications and review for accuracy

• Rate and quote new and renewals risks using insurance carrier rating systems.
• Awareness and familiarity with insurance company underwriting guidelines and authority.
• Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc.
• Prepares summaries and proposals for new and renewal accounts.
• Process endorsements, certificates of insurance, auto ID cards, policy changes
• Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF.
• Respond to coverage questions, billing inquiries and other client requests
• Establish relationships with insurance carrier underwriters and marketing representatives.
• Maintain marketing files.

QUALIFICATIONS

·        3 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing commercial accounts.

·        Small to midsize market account experience preferred

• Property and Casualty license required
• Applied (EPIC) or similar agency management system experience required. Applied EPIC preferred.
• Technical knowledge of commercial lines coverage & rating
• Knowledge of computer software packages, including Word and Excel
• Knowledge on how to issue binders, certificates, and auto identification cards
• Professional verbal and written communication skills
• Team player with a good work ethic
• Good organization skills including prioritizing time sensitive assignments
• Ability to be proactive and follow up with carriers, producers, clients, etc.
• Ability to multitask to work on multiple accounts with common due dates, etc.
• NYS Property / Casualty Agents/Brokers license required
• Maintain NYS Property/Casualty Agents/Brokers License through continuing education

Normal work week is Monday through Friday, 8:00am to 4:30pm.  There may be times when additional time may need to be put in during busy season.

BENEFITS

• Salary based on experience – Range $55K-$68K
• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Telecommuting program
• Paid parking

 CH Insurance is a family owned, independent local insurance agency located in downtown Syracuse. We have been honored with numerous awards over the years.  In 2016 CH Insurance was voted the #1 company for best places to work, nominated as a best place to work for 2023, 2018 Business of the year under 50 EEs, Economic champions each year by Centerstate CEO, 2019 family business of the year, and recently awarded various community awards.  Community is the cornerstone of what we do.  We are very active in our community and have supported many charities including, The Joseph House for Women, Davids Refuge, In my Fathers Kitchen, and Francis House.

 An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

CH Insurance is seeking an experienced personal lines marketing/customer service professional. The right candidate is dependable, flexible, people-oriented and enjoys working in a family environment. This position will work with many of CH Insurance’s personal lines customers. The ideal candidate will be responsible for providing superior service in a timely manner and have a passion for going above and beyond.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare applications and review for accuracy
• Rate and quote new and renewals risks using insurance carrier rating systems.
• Awareness and familiarity with insurance company underwriting guidelines and authority.
• Keep current on all insurance company’s coverages, rates, changes, forms, communications, etc.
• Prepares summaries and proposals for new and renewal accounts.
• Process endorsements, certificates of insurance, auto ID cards, policy changes
• Working knowledge and competency working in Applied EPIC or similar agency management system, Microsoft Word and Excel, and/or Adobe PDF.
• Respond to coverage questions, billing inquiries and other client requests
• Establish relationships with insurance carrier underwriters and marketing representatives.
• Maintain marketing files.

MINIMUM QUALIFICATIONS

• 2 or more years of independent insurance agency and/or insurance carrier underwriting experience related to marketing or underwriting and servicing personal lines accounts required.
• Working knowledge of personal lines insurance products (auto, homeowners, umbrella, renters, rental/landlord property, cycle, boat, etc)
• Ability to interact with clients in person, via phone or email.
• Applied (EPIC) or similar agency management system experience required. Applied EPIC preferred.
• Technical knowledge of personal lines coverage & rating
• Knowledge of computer software packages, including Word and Excel
• Knowledge on how to issue binders, certificates, and auto identification cards
• Professional verbal and written communication skills
• Team player with a good work ethic
• Good organization skills including prioritizing time sensitive assignments and completing assignments with tight deadlines.
• Ability to be proactive and follow up with carriers, producers, clients, etc.
• Ability to multitask to work on multiple accounts with common due dates, etc.
• NYS Property / Casualty Agents/Brokers license required
• Maintain NYS Property/Casualty Agents/Brokers License through continuing education

Normal work week is Monday through Friday, 8:00am to 4:30pm. There maybe times when additional time may need to be put in during busy season.

BENEFITS

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible schedule including Hybrid
• Health insurance
• Paid time off
• Vision insurance
• Paid parking

 An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

The ideal candidate will have strong communication skills, the ability to manage multiple priorities, and a commitment to delivering accurate and timely service to our clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·          Serve as a primary point of contact for employer clients regarding employee benefit plans.

·          Assist employers and their employees with questions related to health, dental, vision, life, and disability insurance benefits.

·          Process new enrollments, changes, and terminations for group benefit plans.

·          Support annual open enrollment and renewal processes for employer groups.

·          Maintain accurate records of client communications, eligibility changes, and benefit elections.

·          Coordinate with insurance carriers to resolve claims issues, eligibility concerns, and policy questions.

·          Prepare and distribute benefit materials, plan summaries, and enrollment information to clients.

·          Educate employer clients on plan features, coverage options, and benefit procedures.

·          Monitor deadlines and ensure compliance with carrier requirements and internal procedures.

·          Work closely with account managers, producers, and carriers to ensure high-quality client service.

·          Other duties as assigned. 

Minimum Qualification Standards:

• 1-3+ years’ experience in customer service within an insurance agency required.
•  NYS Accident & Health license required.
• Familiarity with working with Excellus, UHC, Arch, Shelterpoint and other carriers
•  Excellent verbal and written communication skills
•  Self-starter with strong time management and organizational abilities

Why work for us?

BENEFITS

• Salary based on experience – Base salary: $60K-$85K
• $5,000 sign on bonus!
• 401(k) with company match
• Life and AD&D insurance
• Dental insurance
• Disability insurance
• Hybrid work schedule
• Health insurance
• Paid time off
• Vision insurance
• Paid parking

CH Insurance is a local, family owned, independent local insurance agency located in downtown Syracuse. We have been honored with numerous awards over the years. Voted the #1 company for Best Places to Work, Business of the year under 50 EEs, Economic Champions each year by Centerstate CEO, Family Business of the Year, and recipient of various community awards. Commitment to the communities we serve is a vital part of the CH culture. We are very active in our community and have supported many charities including, The Joseph House for Women, David's Refuge, In my Fathers Kitchen, and Francis House. We live and breathe our promise "In Your Corner," through committed action and integrity, every day in every way.

Check us out on our socials to learn more about us!

https://www.instagram.com/chinsurance/?hl=en

https://www.facebook.com/CHInsuranceInc/

https://www.linkedin.com/company/ch-insurance

 CH Insurance is an Equal Opportunity Employer.