Job Details
Position Summary:
Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
Assist Associate Broker with submission process, as assigned
Prepare Quotes and Confirmation of Coverage (Binders) as directed
Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary
Ensure Surplus Line documents are submitted correctly and on time
Learn and increase system skills to improve efficiency
Attend educational seminars, as required
Produce and mail renewal letters with applications to customers when applicable
Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed
Process certificates of insurance when applicable
Other Responsibilities:
Provide input to departmental procedures
Assist with accounting reconciliation projects
Perform other work-related duties, as assigned
Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
Assist in handling duties of team members, as appropriate, during absences
Education, Experience and Skills Required:
0-3 years insurance experience
Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
Exceptional organization, follow-up, communication, and interpersonal skills
Possess an intuitive and proactive approach to business problems and solutions
Exhibit good listening skills and a willingness to help and support others
Advanced skill level in PC software (Word, Excel and other software, as required)
Ability to be flexible in work schedule as needed
Manage time to get the job done with minimal supervision
Excellent communication skills both verbal and written
Able to interact with a variety of personality styles
Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements
Work Environment:
Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety