Insurance Brokerage Customer Service Representative 

Location: Smithtown, NY Position can be in office, remote or Hybrid

Salary: $60-80,000 

Our client, a well known local Broker seeks an associate to assist a Commercial Account Executive with the day-to-day servicing of middle market clients as part of a Team. 

Responsibilities:

• Manage, service and retain a Commercial book of mid-market business

• Cross-sell policies and coverages for accounts
• Provide day-to-day client services including discussing policy terms
• Select appropriate markets and placing business
• Renew policies, fill client/carrier requests, confirm coverage and provide quotes
• Prepare and deliver proposals and quotes
• Manage suspense, action items etc.
• Assemble binders/policy changes and contract data for the client
• Addresses electronic recordkeeping needs and invoicing 

Qualifications

• Valad NYS Brokers License
• Minimum 2 year of insurance experience
• Excellent clerical and communication insurance skills
• Experience with MS Word and Excel is a must 

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To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net