Insurance Broker

1 month ago

Franklin Square, United States The Sarrica Insurance Group Full time

This full-time position is located in our office at Franklin Square, NY. Our office is opened from Monday through Friday. Must be available to work Saturdays on a rotational schedule. 

Summary

Looking for a highly motivated, team oriented Commercial broker who will assist in the servicing of all commercial lines accounts and quote/issue new business.

Essential Duties and Responsibilities

Must consistently follow set procedures and successfully complete assignments in a timely manner.  The employee is directly responsible for independently maintaining his/her workload, which includes the following:

  • Prepares, processes, reviews and monitors various documents such as proposals, applications, premiums, coverage of risk, policies, renewals, audits, claims, endorsements, audits, cancellations, non-renewals, binders, contracts, etc.
  • Prepares and presents proposals, and recommends coverages based on client’s needs
  • Creates and maintains detailed task notes through agency management platform.
  • Contacts active and prospective clients to sell and explain coverage, gaps or low coverage, account rounding and solicitation of new business.
  • Demonstrates excellent organizational skills and performs daily functions with accuracy and efficiency to prevent agency errors & omissions.
  • Prepares and calculates premiums, invoicing, commissions and other accounting related functions through agency management system.
  • Attends sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the marketplace.

Expectations

In order to perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are illustrative of the knowledge, skill, and/or ability required within the Commercial Lines Department:

  • Excellent phone etiquette
  • Excellent verbal & organizational skills
  • Able to work with minimum supervision.  Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments.
  • Should be customer service driven and able to respond promptly to customer's or co-worker's needs and respond quickly to requests for service and support in a timely and productive manner.
  • Must possess knowledge of MS Office (Word, Excel, Outlook)
  • Ability to efficiently multi-task
  • Must display positive attitude with fellow employees and clients on a consistent basis. 
  • Approaches other in a professional manner; treat others with respect and consideration regardless of their status or position; accepts responsibility for own actions.
  • Professional appearance - Must keep work area uncluttered, neat and organized.  Must dress appropriately and professionally.
  • Must be highly motivated and have a team-oriented mentality

Education and/or Experience:

  • College Degree Required
  • New York State Property & Casualty Agent’s License preferred. However, we encourage and provide training and licensing support.
  • No prior insurance experience required.


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