Location: Latham, NY
Our client is currently seeking an Insurance Sales/ Marketing Assistant. Insurance/Sales Marketing Assistant will be responsible for providing support to the marketing and underwriting teams by servicing new or remarketed accounts. This is a full-time, permanent position.
- Quoting new or renewal accounts while adhering to deadlines
- Maintain all servicing and data entry of new business, including but not limited to:
- Review bid specs or contracts
- Prepare binders
- Coverage analysis/comparisons
- Account reconciliation and invoicing
- Order endorsements, cancellations, or certificates
- Order and review various records as required (Motor Vehicle Records, Isotel Reports…)
- Remain knowledgeable of pricing and eligibility criteria for marketing purposes
- Administer and track NY Excess Lines Filings
- New York State Brokers License is required.
- CISR or similar designation preferred.
- Knowledge and understanding of Commercial Insurance products and services.
- Proficiency in MS Office Suite.
If you are qualified for this position, please apply using our secure online form.