Gorman Insurance Personnel Consultants

Job Opportunities

Apply Now Send this job to a friend Search

Assistant Insurance Broker - Rockville Centre, NY

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 


  • 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

Kindly look up and click on Job Opportunities to see our other opportunities

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