Broker Assistant

Acrisure • Stockton, CA

97d • $23 - $35

About The Position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. 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 M.J. Hall's sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.

Requirements

• High school diploma, current and active Property and Casualty Producer License
• 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)
• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
• Previous knowledge of Microsoft Teams and Agency Management Systems
• Knowledge of TIF documents

Nice To Haves

• Ability 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

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

Benefits

• Medical
• Prescription
• Dental
• Vision
• Paid Time Off
• 401k plan

What This Job Offers

• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees