Edgewater Insurance CSR

• Account Servicing: Handle day-to-day service needs, including issuing Certificates of Insurance (COI), binders, auto ID cards, and evidence of property.
• Policy Management: Process endorsements, renewals, and cancellations, ensuring accuracy and compliance in the agency management system (e.g., Epic).
• Client Relationship Management: Actively engage with clients to answer coverage questions, resolve billing discrepancies, and ensure high retention rates.
• Marketing & Renewals: Collaborate with Producers to market renewal business, gather underwriting data, and prepare proposals.
• Risk Assessment: Review audits and policies for accuracy, advising clients on coverage exposures.
• Regular and reliable attendance.
• Assists with other job-related duties as assigned by manager.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook and Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task, and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
• Ability to cross-sell insurance products.

• Active Property & Casualty Insurance License (Required).
• Minimum 1-2 years of commercial lines insurance agency experience.
• Proficiency in agency management systems (Epic) and Microsoft Office Suite.
• Strong knowledge of commercial coverages (General Liability, Property, Workers' Comp, Auto).
• Excellent communication, organizational, and time-management skills.

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