Broker Assistant Job Dallas area,Texas USA,Insurance

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Employment type:

Regular

Language Fluency:
English (Required)

Work Shift:

1st Shift (United States of America)

Job Description:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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.

QUALIFICATIONS

Required Qualifications

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

Preferred Qualifications

College degree with a concentration in business or equivalent work experience

Benefits

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full‑time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax‑advantaged savings accounts; and a 401(k) plan with company match.

CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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