What are the responsibilities and job description for the Commercial Insurance Placement Assistant position at EPIC Insurance Brokers & Consultants?
LOCATION : Hybrid to Melville, NY (2 days a week)
JOB OVERVIEW :
This Insurance Placement Assistant will assist the Commercial Placement team with new business submissions and projects. The requirements listed below are representative of the knowledge, skill, and / or ability required.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Provide support for specialization programs and projects :
- Review submission information detail for accuracy.
- Entry of New Business Accounts into Agency Management System / Salesforce.
- Generation of ACORD applications from Agency Management System.
- Filing Correspondence, Quotations, Underwriting Info, etc.
- Preparation of Statement of Values spreadsheets.
- Preparation of Loss Summaries.
- Set up insurance proposals with entry of policy / quotation information
- Prepare Finance Agreements as needed.
- Coordinate binding subjectivity paperwork (ACORD Forms, Affidavits, etc.
- Project information entry and oversight.
- Pull reports for internal and carrier meetings.
- Scheduling of meetings as needed.
- Perform other related support duties as requested.
KEY COMPETENCIES :
EDUCATION and / or EXPERIENCE :
CERTIFICATES, LICENSES, REGISTRATIONS :
The national average salary for this role is $60,000 to $65,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN EPIC?
Salary : $60,000 - $65,000
