Hybrid Insurance CSR — Growth to Account Exec

Gorman 56 Personnel Consultants, Inc.; Village of Lynbrook (NY); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

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.

Skills

Customer service

Insurance knowledge

Education

New York State Property & Casualty Broker’s License

Tools

Applied Epic

Job description

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.