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The Assistant Broker will support the clerical, administrative process, and management of the Broker’s book of business for both renewals and new business.
Job Responsibility:
Examines documents such 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 and more