2 jobs found in scarsdale

The Cross Family of Agencies welcomes you. We need your talent and expertise. OVERVIEW We are a boutique insurance agency specializing in affluent and highly successful clientele.  We are looking for an Account Specialist to create long-term, trusting relationships with our highly successful clientele.  The Account Specialist's role is to oversee a portfolio of assigned customers.  The primary function of this position is to meet the overall insurance needs of our customers. In this role, you will liaise with our internal teams and our partner companies to provide prompt, accurate, timely and courteous service to our clients, as well as maintain a positive customer experience.  If you are familiar with insurance agency management systems, have a flair for client communication and understand consumer behavior, we’d like to meet you. Ideally, candidates for this role will enjoy a fast-paced environment while keeping our clients satisfied and engaged....

The Cross Family of Agencies welcomes you. We need your talent and expertise. The primary function of this position is to work autonomously or in collaboration with the personal lines team to generate accurate endorsements, evidences of insurance, timely response to clients and any third parties for client related actions.  This position is critical to the success of our Personal Lines Servicing Unit.  The client’s perception of our overall level of service is partly based on these job functions.  Accuracy and attention to detail is a requirement along with following agency workflows and standard procedures. DUTIES/ACTIVITIES Work in conjunction with the team to meet time sensitive goals set forth by the Account Managers and the Personal Lines Manager Maintain client activity in the agency automation system and keep open Suspense items up to date Timely response for client related activity Complete endorsement quotes, accurate issuance of endorsements and...