Assistant Insurance Broker

Location Rockville Centre, NY

Salary $55-70,000

Our Client,  A 50-person, 75-year-old family-owned brokerage, seeks an insurance person with some experience and a strong desire to learn and grow in a professional work environment.

Duties will involve

• Invoicing and billing in the Applied Epic system.
• Assisting callers with any questions and expediting their requests.
• Requesting client’s insurance documents.
• Creating Invoices, Auto ID Cards, Certificates, Proofs, Applications, Proposals
• Work on renewal lists, Excel charts, schedules of insurance, audits  
• Emailing ACH forms and credit cards forms to brokers or clients
• Send renewal invoices and certificates to clients or brokers
• Work closely on renewals and continuation certificates
• Data entered customer information
• Managed client records
• Assist supervisors on special projects; assist staff with office tasks
• Eventually rate and 

Requirements

• Brokers license or plan to obtain one in 6 months
• Excellent communication skills
• 1 year of Insurance experience
• Experienced with MS Word and Excel is a must, EPIC is a plus

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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