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The primary responsibility of this role is to service customer accounts. Since 1984, Braishfield has provided a wide variety of commercial and personal products from the top specialty carriers in our business. Thanks to our successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.
Job Responsibility
Set up New and Renewal client records
Review applications
Bind New and Renewal policies
Issue policies as necessary
Follow up for missing file documentation (loss runs, applications, etc.)
Issue, Invoice and Process endorsements, cancellations, reinstatements and non-renewals
or other policy servicing tasks
Order loss control reports, follow up for compliance of recs
Compliance with Quality Control guidelines
Other activities, duties, projects or tasks as assigned
Requirements
2-20 license (within 90 days of employment)
High School or equivalent education
Proficient with MS Office Suite
Experience in working in a paperless environment – strong PC skills required
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Must be detail oriented and possess the ability to multi-task