Producer Assistant

Novatae Risk Group•Merced, CA

9d•Onsite

About The Position

The Broker Assistant at Novatae Risk Group is a crucial support role within our Wholesale Insurance division, responsible for assisting Brokers in various tasks related to client engagement, policy placement, and administrative duties. This position is an excellent opportunity to gain experience and contribute to the success of the team.

Requirements

Prior experience in a support role in the insurance industry or related field is beneficial but not required for entry-level positions.
A valid insurance assistant's license or relevant certifications can be advantageous.
Strong interpersonal and communication skills for interacting with clients and supporting Brokers.
Attention to detail and the ability to assist in market research and policy documentation.
Proficiency in office software, including word processing and spreadsheet applications.
Eagerness to learn and adapt to the dynamic insurance environment.
A bachelor's degree in Business, Finance, Insurance, or a related field is preferred but not required for entry-level positions.

Responsibilities

Assist Brokers in engaging with clients, understanding their insurance needs, and conducting initial assessments.
Act as a point of contact for client inquiries, requests, and general assistance.
Conduct market research to support Brokers in analyzing carrier offerings and pricing.
Maintain organized and accessible documentation related to client policies and transactions.
Support Brokers in placing insurance policies with selected carriers, coordinating the negotiation of terms, conditions, and pricing.
Ensure the accurate completion of policy applications and related paperwork.
Provide assistance in risk assessment, helping Brokers identify potential client exposures and coverage needs.
Assist in monitoring and updating client insurance portfolios as needed.
Handle administrative tasks, such as data entry, filing, and preparing reports.
Coordinate appointments, follow-up communications, and other administrative duties to support Broker activities.