Commercial Assistant Account Manager

Location Rockville Centre, NY, Wednesday's are remote 

Salary $70-85,000

Our Client,  A 35-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

• • Requesting client’s insurance documents.
  • Creating Invoices, Auto ID Cards, Certificates, Proofs, Applications, Proposals
  • Work on renewal lists, Excel charts, schedules of insurance, audits  
  • Send renewal invoices and certificates and comparisons 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
  • Familiarity with EPIC system or similar insurance program
  • Rate small policies (CNA, Hartford, Chubb, Travelers) 

Requirements

• Brokers license or plan to obtain one in 6 months
• Excellent communication skills
• 2 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