Gorman Insurance Personnel Consultants
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Account Executive / CSR - Commercial - Smithtown, NY (hybrid)
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