My Unbounded Life
Small Accounts Representative – Melville, NY (Remote or Hybrid)
My Unbounded Life, Melville, New York, us, 11775
Work Week
You decide when and if you come to the office. 2 days in Office and three days remote Days
Our Client 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
#J-18808-Ljbffr
Our Client 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
#J-18808-Ljbffr