Commercial Account Assistant
Position Type: Hourly / Full-Time in person - In office
Hours: Monday – Friday 8:30 am – 5:00 pm
Experience Required Minimum 2 years in Insurance Experience at an Insurance Agency.
About Us:
We are a well-established, growth-focused insurance agency based in New York State. We pride ourselves on professionalism, personalized client service, and industry expertise. Our mission is to deliver high-quality insurance solutions with integrity and efficiency.
Position Overview:
We are seeking an experienced and detail-oriented Commercial Lines Assitant to join our team.
This role involves detailed providing assistance to the Commercial Account Managers for all aspects of the sales and service processes.
Key Responsibilities:
- Review policy changes, new business and renewals when received for accuracy,
-Prepare documents and summaries for Account Managers
-Assist Account Managers in keeping their renewals 120 days in advance.
- Document all information in the agency management system
- Collaborate with Account Managers to ensure high-quality service
- Maintain a high level of knowledge about commercial insurance markets, products, and carrier appetites
Qualifications:
- MUST have Minimum 2 years of insurance experience
- PREFERRED current Active New York State Property & Casualty license (P&C license required)
- Strong working knowledge of insurance coverages including GL, Property, Business Auto, Umbrella, WC, Disability/Paid Family Leave, Bonds, Property, Inland Marine, Pollution Liability and Cyber Liability
- Must be proficient in Microsoft Excel, Word, and Microsoft Teams
- Excellent organizational and time management skills
- Strong verbal and written communication skills and excellent organization skills
Work Environment & Benefits:
- Competitive wages and potential incentive bonus
- 401(k) plan, PTO, and other benefits depending on position (Full-time/Hourly)
Pay: $50,000.00 - $63,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
People with a criminal record are encouraged to apply
Experience:
- Commercial Insurance : 1 year (Preferred)
Work Location: In person
