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A leading Independent Insurance Agency located in Plainview, New York is in search of an experienced Small Business Commercial Lines Account Executive to join our team. Local candidates are preferred and there is no relocation assistance provided.

Responsibilities include:

  • Handling incoming service calls/emails within our Select Small Business Group
  • Conduct annual insurance account reviews
  • Producer and customer service interaction
  • Account rounding/cross selling
  • Computer processing
  • Maintain renewal and binder expiration lists
  • Real time rating and endorsement processing

We offer a competitive salary, an excellent benefit package including holidays, vacation, medical, dental, flexible spending accounts, life insurance, disability coverage, and 401(k) plan. We are located in a new state of the art facility with easy accessibility and a great working environment.

Become part of our team and join a company that values its employees. Please respond to this ad with a cover letter, resume and salary history. Applicants will be invited for an interview based on their qualifications.

Desired Skills & Experience
Candidates should possess excellent verbal and written communication skills, computer skills, and organizational skills with a thorough understanding of commercial underwriting and coverages.

This position requires multitasking abilities in a fast paced call center environment with a minimum of 3 years Commercial Lines insurance experience in an agency environment.

Knowledge of Microsoft word and Outlook is also required. Knowledge of Sagitta and Microsoft Excel is a plus.

Company Description
Our Agency was founded in 1947. Through a number of mergers and acquisitions, as well as hiring and training talented producers and staff, the agency today manages in excess of $80 million in premium for over 3,000 business and 10,000 family and individual clients with a staff of over 100 professionals. We are considered one of the top fifty independent insurance agencies in the country. The partners at CBS are highly regarded and considered leaders in the insurance industry. They sit on numerous insurance company national advisory boards, on the board of the Insurance Agents & Brokers of New York State, and on the Bronx Manhattan Board of Realtors.

For over 65 years, our passion for quality service and technical expertise has fostered our success. Our objective is to establish a relationship between you, our client, the insurance company and our staff. We are committed to providing our clients with risk analysis, insurance coverage, and loss control services. Our number one product is professional service -- service specifically designed to reduce our clients' losses and control their insurance costs.

Because we are highly involved as leaders in the industry, we are connected to its heartbeat. We know in advance the emerging trends and issues. As a result, we have extraordinary knowledge about the marketplace and what we need to do to leverage that knowledge.

Our corporate headquarters is located in Plainview, New York, in our 15,000 square foot building. We have three satellite sales offices -- one in Manhattan, one in Westhampton Beach and one in Saratoga.

We continue to gain regional and national recognition for the manner in which we deliver services and resources to our clients. We provide the personal caring and services that clients can expect from a small hands-on agency but with the knowledge, expertise and clout of a national broker.