Broker Assistant

CRC Group • New York, NY

115d • $75,000 - $95,000

About The Position

Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies.

Requirements

• One year of wholesale insurance experience
• State specific Insurance License
• Technical Assistant experience or three years of general insurance experience
• Must be able to understand and analyze necessary components of insurance policies
• Ability to make independent decisions following CRC guidelines with minimal or no supervision
• Good organizational, time management, and detail skills
• Extensive knowledge of insurance and CRC processes
• Ability to maintain a high level of tact and professionalism
• Good leadership skills to influence other assistants in a positive manner
• Possess strong interpersonal skills
• Strong verbal and written communication skills
• Strong computer and office skills
• Ability to work extended hours when necessary

Nice To Haves

• College degree with a concentration in business or equivalent work experience

Responsibilities

• Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
• Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
• Accurately explain coverages and liabilities to agents and/or clients.
• Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
• Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
• Manage all account documentation.
• Initiate and coordinate renewal activity on assigned accounts.
• Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
• Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
• Facilitate the flow of information from agents and underwriters.
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
• Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
• Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.
• Provide supervision to Technical Assistants.
• Assist Associate Brokers and Brokers with duties as needed.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

Benefits

• Medical, dental, vision, life, disability, and AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave
• Restricted stock units and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree