Gorman Insurance Personnel Consultants

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Small Accounts Representative - Melville, NY (Hybrid)

Small Accounts  Representative

Location Melville, NY

Work Week 2 days in Office and three days remote Days

Salary: $75-90,000 Excellent Benefits 

Our client, is a 100+ person Broker known for professionalism and a pleasant work environment. They require an account executive to service their smaller accounts. The accounts are a mixed bag although a handful are cargo and food-related. Many are related to larger clients.

Responsibilities:

  • Provide day-to-day brokerage services to clients including endorsements, certificates, ID Cards, proofs, audits, schedules, invoices, cancel/rewrites, first reports, expediting requests, etc.
  • Round accounts as needed and quoting/offering additional products
  • Review renewal submissions out to market 180 days prior to the expiration date
  • Prepare detailed submissions for clients to ensure a comprehensive and competitive insurance program
  • Quote/write new business opportunities in conjunction with existing accounts
  • Establish and maintain relationships with clients, direct markets and wholesalers
  • Utilize Applied EPIC , Excel, Word, and carrier portals to administer client files

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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