Insurance Broker Trainee
York International
Harrison, NY US
Posted ago
York International

Welcome to the wonderful world of Commercial Insurance where you can start a long and steady career.

We are an independently employee-owned Top 100 US Insurance Company, which has steadily grown in 30 years from $1M to +$30M in revenue. We have +96% Client retention and +90% Employee retention. We just renewed our lease and are expanding our office space in Harrison, NY.

We've proudly been training people to become Commercial Insurance experts for +30 years where you will have a long and prosperous career in a very stable industry.


A Commercial P&C Technical Assistant is detail-oriented, deadline-driven, and precise. The role requires you to possess project management and communication skills in order to meet customer service demands. Self-disciplined follow-through is required to ensure tasks are completed in accordance with account team/client demands and in accordance with quality and procedural standards. Our team-based environment is fast-paced and requires collaboration and a supportive approach. As a support professional, you will help develop and execute client service tasks by working with Client Executives and Sales. You must be flexible and able to perform in a varied and sometimes challenging environment. 

Job Duties and Responsibilities

  • Follow department quality and work product guidelines based on office training
  • Once trained, a thorough understanding and use of the EPIC agency management system
  • Once trained, thorough understanding and use of insurance company online rating and policy administration platforms
  • Commitment to building a foundation of understanding of all P&C lines of coverage
  • Client contact for day-to-day issues, issue certificates of insurance, process change requests, follow up tasks for underwriting information, application prep, and invoicing all policies and endorsements.
  • Better than average understanding of Microsoft Excel
  • Knowledge of Microsoft Word and responsibility for helping prepare proposals
  • Liaison with Accounting and the Client on invoicing and payment issues
  • Commitment to ongoing professional education


  • Ability to commute to Harrison office 2-5 days per week
  • Interest and ambition to learn and master the concepts of Commercial Insurance
  • Honesty and loyalty to your colleagues and your teammates
  • Care for our clients and an interest in helping to solve their problems and make their lives better

About York International

York International is a Top 100 Insurance Broker in the US. We are an employee-owned, independent, full-service insurance brokerage that has supported the insurance needs of businesses, non-profits, and individuals for over 30 years. We work hard every day to deliver value that contributes to the success of our clients. When our clients succeed, we enrich the lives of our employees, owners, insurance partners, and our community.

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