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About the role
Key responsibilities & impact- Provide support to sales producers in developing new business opportunities
- Analyze client needs, coverage forms and quotations
- Initiate renewal process for existing clients
- Conduct marketing, negotiate rates, review quotes
- Finalize proposals and presentations in coordination with producers
- Bind insurance coverage and prepares binders
- Review policies for accuracy
- Schedule appointments with clients
- Identify exposure to loss and recommend appropriate coverages
- Complete applications in coordination with sales producers
Requirements
What you’ll need- Strong administrative and computing skills
- Microsoft Office (Word, Excel and Outlook)
- Applied Epic Agency Management experience preferred but not required
- Strong knowledge of NYS Workers Compensation and NYS Disability
- High School Diploma or the recognized equivalent is required
- Minimum 2+ years’ experience in the Commercial insurance industry or similar role
- Active P&C License
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrative skillscomputing skillsinsurance coverage bindingpolicy reviewclient needs analysisproposal finalizationapplication completionmarketing negotiationrate negotiationcoverage recommendation
Soft Skills
communicationorganizational skillsnegotiationclient relationship managementattention to detail
Certifications
P&C License
