All Lines Assistant CSR

Gorman 56 Personnel Consultants, Inc.; Village of Lynbrook (NY); Hybrid; USD 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k) with up to 4% company match

Paid time off and paid holidays

Continuing education and designation

Commission on business you write

Growth into Account Executive role

Zusammenfassung

Gorman 56 Personnel Consultants, Inc. in Lynbrook, NY is seeking an All Lines Assistant Customer Service Representative to support Account Executives across a mixed book of business. The role emphasizes client service and renewal activity, with growth potential into an Account Executive role.

Hybrid schedule with 3 days remote and 2 days in the office. Ideal candidates have 1–3 years insurance experience, NY P&C broker license, and familiarity with Applied Epic.

Qualifikationen

• Active New York State Property & Casualty Broker’s License (required).
• 1–3 years of insurance industry experience, client-facing preferred.
• Experience with Applied Epic is a plus.

Aufgaben

• Support Account Executives in servicing an assigned book of business (60% commercial and 40% personal line).
• Issue certificates of insurance and review contract requirements for compliance.
• Process endorsements, policy changes, and cancellations; review policies for accuracy.
• Prepare renewal submissions, marketing summaries, and client proposals.
• Manage renewal timelines and follow-ups to keep accounts on schedule.
• Communicate with carriers and underwriters on quotes, changes, and open items.
• Respond to client inquiries promptly and professionally by phone and email.
• Assist clients with claims reporting and follow up through resolution.
• Maintain accurate, complete records in Applied Epic.
• Identify cross-selling and account-rounding opportunities and support new business efforts.

Kenntnisse

Customer service

Insurance knowledge

Ausbildung

New York State Property & Casualty Broker’s License

Tools

Applied Epic

Jobbeschreibung

All Lines Assistant Customer Service Representative

Location: Lynbrook, NY Salary: $50,000 – $75,000, based on experience and licensing.

Hybrid schedule: 3 days remote, 2 days in office.

Benefits

• 401(k) with up to 4% company match
• Paid time off and paid holidays
• Continuing education and designation support (CIC, CISR, etc.)
• Commission on any business you write
• Opportunity for growth into an Account Executive role

BUILD YOUR INSURANCE CAREER WITH A BROKERAGE THAT VALUES ITS CLIENTS!

Our client, a well-established local Lynbrook insurance brokerage, offers a pleasant, professional work environment and a strong commitment to client relationships. Their dedication to service is reflected in one impressive distinction: they never lose a client! This is an excellent opportunity for an experienced insurance professional to join a supportive team, enjoy a flexible hybrid schedule, and grow into an Account Executive role.

Responsibilities:

• Support Account Executives in servicing an assigned book of business (60% commercial and 40% personal line)
• Issue certificates of insurance and review contract requirements for compliance
• Process endorsements, policy changes, and cancellations; review policies for accuracy
• Prepare renewal submissions, marketing summaries, and client proposals
• Manage renewal timelines and follow-ups to keep accounts on schedule
• Communicate with carriers and underwriters on quotes, changes, and open items
• Respond to client inquiries promptly and professionally by phone and email
• Assist clients with claims reporting and follow up through resolution
• Maintain accurate, complete records in Applied Epic
• Identify cross-selling and account-rounding opportunities and support new business efforts

An ideal candidate has the following:

• 1–3 years of insurance industry experience, preferably in a client-facing role
• Active New York State Property & Casualty Broker’s License (required)
• Experience with Applied Epic