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This role provides essential clerical, administrative, and account management support to ensure the effective handling of the Broker’s book of business for both new and renewal accounts. Working entirely by phone and written correspondence, with no travel or driving required, the position evaluates risk‑related documentation, ensures accuracy and completeness of applications, and supports the timely issuance of quotes, binders, and policies. The role also manages day‑to‑day account activity, processes endorsements, coordinates inspections, maintains compliance with Quality Control standards, and ensures proper coding and state filings. In addition, this position plays a key part in fostering strong relationships with internal teams, producers, and carrier partners to support smooth workflow and exceptional service delivery.
Job Responsibility:
Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property
Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws
Provides full assistance and support within the Department
Provides day-to-day account management on accounts
Compliance with Quality Control guidelines
Order inspections and handle as needed
See that coding on specific required forms are completed and utilized
Process endorsements
Foster and improve relationships with other departments, producers, and companies
Requirements:
High School Diploma or equivalent
One (1) or more years of successful insurance experience or completion of a bachelor’s degree
An active state insurance license (preferred)
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts