Job Description Account Service Representative

Seeking experienced & courteous professionals, who enjoy working on a client service team, servicing small to mid-sized accounts. Ideal opportunity for candidate that wants to attain broad insurance experience and grow with a professional risk management focused agency.

3+ years of insurance experience required, with some understanding of the underwriting guidelines and products of carriers like Chubb, Travelers, C.N.A, Harleysville and others. Familiarity with Sagitta is a +++. Other agency operating systems also a +. Professional will:

  • Review accounts for adequacy of coverage including, insurance to value, exposure analysis & use coverage checklists
  • Interact with clients & underwriters daily to take questions and resolve problems and provide renewal consultations
  • Process renewals, endorsements, audits, cancellations and invoice
  • Handle special projects as needed

Applicant must be a self starter and self-finisher, diligent about completing tasks, enjoy their profession, have respect for the agency-client relationship and understand the roll of a trusted advisor.

Full benefits includes Health, 401k Plan and Profit Sharing, excellent compensation commensurate with experience.

Fax resumes to: (718) 631-0067 or Email to:

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