Entry Level Insurance Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.