What are the responsibilities and job description for the Insurance Producer position at Carter Murray?
Insurance Producer
Location: Melville, NY - 4 days on site (1 day WFH)
Salary: circa $85k base (flexible based on experience) Uncapped Commission ($100–$200k OTE) Benefits High Growth Potential
About the Company
My client is a premier insurance, risk management, and financial services firm headquartered in Melville, NY. They support more than 15,000 clients and manage over $100M in annual insurance premiums. The team serves businesses of all sizes, from small companies to global organizations, with a strong customer-first approach and a reputation for long-term client relationships.
Role Overview
This is a full-time, hybrid Insurance Account Manager role based in Melville, NY, with the flexibility to work from home on select days. The position focuses on managing client relationships, supporting risk management activities, assisting with insurance program placements, and ensuring overall client satisfaction.
Key Responsibilities
- Manage client relationships and ensure high satisfaction
- Support clients with risk management solutions and recommendations
- Assist with insurance program placement and carrier negotiations
- Prepare proposals, quotes, and client-facing documentation
- Maintain accurate CRM and client records
- Partner with underwriting, operations, and service teams
- Support sales activities and contribute to account growth
Required Qualifications
- Employee Health Insurance Plans or 401K Plans and other retirement plans
- Strong communication, interpersonal, and negotiation skills
- Experience in client relationship management, sales, or customer service
- Familiarity with insurance practices or risk management
- Proficiency with CRM systems, spreadsheets, and presentation tools
- Strong organization skills and attention to detail
- Ability to work independently and collaboratively
Preferred Education & Certifications
- Bachelor’s degree in Business, Finance, or a related field (preferred, not required).
- Relevant insurance licenses or designations are a plus.
- Property & Casualty (including Workers’ Compensation, D&O and Professional)
- Employee Health Insurance Plans
- 401k Plans and other retirement plans
- Captive Insurance Companies and other alternate risk funding strategies
- Life Insurance
Salary : $85,000