Commercial Insurance Account Associate (City Underwriting Agency)



lake success, ny, usa
Posted on Friday, September 22, 2023

Job Description

City Underwriting Agency, an Acrisure agency partner, has a long, stable history of providing the New York and surrounding area with high quality, competitively priced risk management and insurance products. Founded in 1930 by James A. Roe, the agency was headquartered in New York City until moving to Long Island in 1984. Today, it is thriving under a third generation of Roe family leadership, growing steadily while being consistently recognized as one of the most innovative and reputable insurance agencies in the Tri-State area.

Protecting your business, family and future since 1930. City Underwriting is a third generation insurance brokerage, providing property casualty, group heath, and bonding, risk management services to businesses.

The primary duties of the Account Associate are to work with the commercial insurance team to deliver custom insurance solutions and services to our valued clients. Maintain account records, handle requests for information, refer complex matters to team members and help meet team objectives to provide superior client support services. This position is perfect for recent grads, admins, paralegals, business admins and finance majors looking to launch a career that affords stability, teamwork, training, and opportunity for growth.

Essential Duties and Responsibilities:

  • Support Account Managers to complete administrative tasks

  • Initiate renewal activities

  • Create/update coverage specifications in agency management system database

  • Process policy changes

  • Review Quotes and prepare client proposals

  • Maintain accurate customer files and diary system

  • Utilize carrier websites to quote, process changes and access policy documents

  • Check policies and endorsements for accuracy & deliver to insured

  • Prepare certificates

  • Issue ID cards

  • Transact agency and direct bill invoicing


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • High school diploma required

  • College degree, (2 or 4 year) preferred

  • One year Insurance or office experience, preferred but not required

Technology Skills:

  • Strong PC skills including Microsoft Office, Excel, Word, and Outlook, required

Other Qualifications:

  • High attention to detail and organization skills

  • Excellent communication skills

  • Ability to multi-task in a fast paced environment

  • Strong problem solving skills

  • Ability to interact with diverse personalities

  • Strong verbal and written communication skills

  • Bilingual (Spanish) would be a bonus

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges

  • High finger dexterity while typing documents and forms

  • Occasionally lift up to 20 lbs

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office

  • The noise level in the work environment is usually moderate

Pay Details:

Annual Salary: $40,000 - $55,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.