Associate Broker, Transportation Team

Acrisure•Walnut Creek, CA

8d•$70,000 - $80,000•Onsite

About The Position

Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for our sub-producers on our Transportation team.

Requirements

Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Fast but accurate worker with a high attention to detail
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Proficiency in Microsoft Office 365 applications (Teams, Word, Excel, PowerPoint, Outlook)
Previous experience with Agency Management Systems
High school diploma or equivalent, required
Current and active Property and Casualty Producer License required

Nice To Haves

Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU, preferred
Basic knowledge of ISO Commercial General Liability form, preferred
Basic knowledge of differences in property forms between Basic, Broad and Special, preferred
Basic knowledge of Property/Casualty insurance industry, preferred
3+ years transportation and fleet experience, strongly preferred

Responsibilities

Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects
Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants
Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed
Assist customers (retail agencies) in handling of questions or problems
Log in quote submissions
Track submissions sent to broker markets
Track submissions sent to binding market Underwriter
Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.
Issue quote letters and or binder letters as required
Set and handle suspense’s for required requested items, policies, etc.
Ensure compliance with all binding market rules
Discuss problems or potential problems with company underwriters, verbally or via email
Compile all required documentation for the Policy Issuance Department for binding authority business
Compile all required documentation for SLA filings on individual risks
Send and request notice of cancellations on specific policies
Order and review inspections
Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection
Perform other related duties as assigned