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Commercial Lines Account Representative

Gerelli Insurance Agency, Inc.
Cold Spring Harbor, NY Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/8/2025

Job Description

Job Description

As a Commercial Lines Account Representative at Gerelli Insurance Agency, Inc., you will work closely with customers and carriers providing insurance customer service pertaining to renewals, proposals, claims, and cancellations. You will maintain strong relationships, act as an advisor, and make recommendations to your assigned client load.

Our Community Association team specializes in providing insurance protection for condominiums, cooperative apartments, and homeowners associations. We write several hundred associations in the tri-state area, using the finest community association insurance products available. We work closely with property managers and the boards to make sure that their insurance program is the most competitive and comprehensive available. These coverages primarily include : General Liability, Property, Crime, Directors and Officers Liability, Workers Compensation and Umbrella Liability.

Reporting to our Community Association Supervisor, your day-to-day responsibilities will include :

  • Daily communication with assigned customers providing insurance advice and service to designated clients
  • Adding new policies to existing client or adding / changing coverages to a current policy
  • Reviewing renewal coverages / premiums
  • Creating renewal proposal if applicable
  • Making recommendations and binding renewal policies
  • Gathering updated information regarding exposures
  • Remarketing and rounding of accounts
  • Reviewing current coverages and making recommendations
  • Processing all aspects of endorsements, renewals, claims, and cancellations
  • Negotiating and gathering information from underwriters

You are someone who has :

  • NYS P&C license required
  • 2 years’ experience in an independent insurance agency
  • Proficiency with Microsoft Office Suite
  • Proficiency in AMS360 or similar agency management software
  • Strong verbal and written communication skills
  • Strong detail orientation and time management skills
  • We know you have your choice of roles for your next opportunity. Here's why we think you should choose Gerelli Insurance Agency, Inc. :

  • 401(k)
  • Health & Dental insurance
  • Paid time off
  • Check out our website https : / / www.gerelli -insurance.com /
  • Compensation :

    The compensation range for this position is $50,000 – $70,000 annually, commensurate with experience.

    About Gerelli Insurance Agency, Inc. :

    Established in 1984, Gerelli Insurance has grown to be one of the largest full service independent insurance agencies in Putnam County. We are a family operated business, comprised of over 15 insurance professionals, and represent many insurance companies and programs, enabling us to handle the insurance needs of individuals, families, and businesses in the Tri-State Area. Our primary goal is to provide superior personal service to each customer, from individual insurance to the one-person business owner, to the large manufacturing firm. Time is gladly spent explaining coverage and answering questions. Our state-of-the-art computer system helps us provide the highest level of service with both speed and efficiency. We sell insurance…but our product is service!

    Gerelli Insurance Agency, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Gerelli Insurance Agency, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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    Salary : $50,000 - $70,000

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