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Commercial Lines Assistant I

Company: M&T Bank
Location: Syracuse
Posted on: February 15, 2020

Job Description:

Overview: Supports Commercial Lines account management and sales staff by servicing needs of Insurance Agency clients. Primary Responsibilities: - Prepare automobile identification cards, Certificates of Insurance and other daily service needs for Commercial Lines clients as assigned. - Maintain and document client files in appropriate system to support Agency document management and quality control procedures. - Establish and maintain relationships with internal and external customers to ensure quality service and customer satisfaction of Commercial Lines clients. - Adhere to applicable Agency procedures, workflows and servicing timelines to meet client needs, while minimizing risk to the organization. - Understand and adhere to the Companys risk and regulatory standards, policies and controls in accordance with the Companys Risk Appetite. Identify risk-related issues needing escalation to management. - Promote an environment that supports diversity and reflects the M & T Bank brand. - Maintain M & T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. - Complete other related duties as assigned. Education and Experience Required: Associates degree, OR in lieu of a degree, A combined minimum of 2 years higher education and/or work experience Strong verbal and written communication skills Proficiency with pertinent word processing, spreadsheet, email and presentation software Education and Experience Preferred: Minimum of 1 years relevant experience with direct client contact Ability to obtain State Brokers License Property & Casualty industry experience Ability to effectively work in a fast-paced and dynamic environment Location Syracuse, New York, United States of America

Keywords: M&T Bank, Syracuse , Commercial Lines Assistant I, Other , Syracuse, New York

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