Assistant Insurance Broker - Rockville Centre, NY (Hybrid)

Gorman 56 Personnel Consultants, Inc.; Village of Rockville Centre (NY); Hybrid; USD 55,000 - 70,000; Full time

Job summary

An established industry player is seeking an Assistant Insurance Broker to join their family-owned brokerage. This role offers an exciting opportunity to learn and grow in a professional environment, where you will be responsible for managing client records, creating essential insurance documents, and assisting with various office tasks. The ideal candidate will have a strong desire to develop their skills in the insurance field, with a focus on communication and data management. Join a dedicated team that has been serving clients for over 75 years and make a meaningful impact in the insurance industry.

Qualifications

• 1 year of insurance experience is required.
• Brokers license or plan to obtain one in 6 months.

Responsibilities

• Requesting client’s insurance documents and creating invoices.
• Managing client records and assisting supervisors on special projects.

Skills

Excellent communication skills

Insurance experience

Data entry

Education

Brokers license or plan to obtain one

Tools

MS Word

MS Excel

EPIC

Job description

Job Opportunities

Assistant Insurance Broker

Location: Rockville Centre, NY (Hybrid - Wednesday's are remote)

Salary: $55-70,000

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.
• Working on renewal lists, Excel charts, schedules of insurance, audits.
• Sending renewal invoices and certificates to clients or brokers.
• Working closely on renewals and continuation certificates.
• Data entry of customer information.
• Managing client records.
• Assisting supervisors on special projects; assisting staff with office tasks.
• Handling rate applications for CNA, Hartford, Chubb, Travelers.

Requirements:

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

To Contact:

Fred Gorman: Call 1-631-588-4200 Between 8AM & 9PM or Email [e-mail]

Terry Sanders: Day or evening call 516-496-4573 or email [e-mail]