Brokerage Assistant: Commercial Lines
About The Position
This role is responsible for handling Brokerage business, including quoting, binding, processing cancellations, endorsements, notices, and company policy review. The assistant will communicate with agents and carriers as directed by their supervisor, handle follow-ups for brokerage business, and review endorsements against policies. The position involves servicing all accounts, resolving client and carrier requests within guidelines, and ensuring quality and timely processing with organized file maintenance. Adherence to applicable procedures for corporate, regulatory standards, and out-of-state filings is required. The role also includes assisting with renewal processing and new business submissions, as well as supporting other team members as needed.
Requirements
- Minimum 2 years of Brokerage Commercial Lines Insurance Experience
- NY P&C Insurance/Brokers License
- Analytical skills to identify, gather and organize information and provide recommendations.
- Ability and confidence to prepare brokerage submission to markets.
- Understanding of time sensitive nature of brokerage correspondence.
- Ability to/ Confidence to work closely with underwriters on brokerage placements.
- Demonstrated skills and authority to process endorsements.
- Customer focused attitude and customer service skills to resolve inquiries quickly and effectively.
- Strong verbal and written communication skills.
- Strong comfort level interacting with associates, clients and carriers.
- Demonstrated initiative to complete assignments and obtain results.
- Ability to work in a team environment.
- Solid organizational skills including: time-management, prioritization and attention to detail.
- Skills to operate computers, use commercial system applications and vendor software.
- Basic math skills.
Nice To Haves
- Prior Wholesale E&S Experience Desired
- Insurance Coursework strongly preferred
Responsibilities
- Handling of Brokerage business including Quoting, Binding, processing of cancellations, endorsements, notices and company policy review.
- Communicating with agents and carriers as directed by Supervisor.
- Handling of “Follow Ups” for brokerage business.
- Reviewing endorsements/requests for endorsements against the policy.
- Servicing all accounts, including resolving client and carrier requests within guidelines.
- Ensuring quality and timely processing and organized file maintenance.
- Adhering to applicable procedures to ensure compliance with corporate and regulatory standards, and out of state filings.
- Assisting with renewal processing and new business submission as directed.
- Assisting other team members as needed.
Benefits
- Paid Time Off Days
- Paid Holidays
- Retirement Plan with Employer Match
- 100% Single Employer Paid Medical
- Dental
- Vision
- Life Insurance
- Education Assistance
- Various Voluntary Benefits
- Gym Benefit
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
