Insurance Account Representative - Hauppauge, NY

Our family-operated insurance brokerage is growing rapidly, and we are in need of another team member to grow with to help us manage our book of business.

This position is a seriously valued one where we are looking to build a long-lasting relationship. We are looking for a team member to help us build processes and organization that we do not currently have. We hope if you are applying to this position, you are looking for a home to work in for many years to come.

Position is preferred to be in the office majority of the time, but remote work can be discussed once position and processes are established over time,

Job Tasks:

Preparing Applications To Quote

Preparing and Sending Certificates Of Insurance

Setting Up New Accounts In Our CRM System (Hawksoft)

Organizing and Preparing For Renewals

Quoting Commercial Lines and Personal Lines

Assisting Claims Handling

Assisting With Policy Changes/Endorsements

Company Processes As We Grow

Qualifications:

2-3 Years Insurance Experience

Quick Computer Skills

VERY Positive Attitude - the industry can be tough, but we enjoy working with optimism and hard work

Please Do Not Call - Please Email Resume To Start!