Small Accounts Representative – Melville, NY (Remote or Hybrid)

Work Week

You decide when and if you come to the office. 2 days in Office and three days remote Days

Our Client

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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