Small Accounts Representative – Melville, NY (Remote ...

Work Week: You decide when and if you come to the office. 2 days in Office and three days remote.Our client is a 100+ person Broker known for professionalism and a pleasant work environment. They require an account executive to service their smaller accounts. The accounts are a mixed bag although a handful are cargo and food-related. Many are related to larger clients.Responsibilities:Provide day-to-day brokerage services to clients including endorsements, certificates, ID Cards, proofs, audits, schedules, invoices, cancel/rewrites, first reports, expediting requests, etc.Round accounts as needed and quoting/offering additional products.Review renewal submissions out to market 180 days prior to the expiration date.Prepare detailed submissions for clients to ensure a comprehensive and competitive insurance program.Quote/write new business opportunities in conjunction with existing accounts.Establish and maintain relationships with clients, direct markets, and wholesalers.Utilize Applied EPIC, Excel, Word, and carrier portals to administer client files.Job FeaturesJob CategoryClient Success #J-18808-Ljbffr

Created: 2025-09-17