Broker Assistant

Overview

The position described below requires applying through the Apply button at the top or bottom of the page. You’ll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Email accessibility (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Please review the following 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.
• 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.

• 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

CRC Group offers a comprehensive benefits program supporting well-being—physical, emotional, financial, social, and professional. Eligible full-time teammates have access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. Benefits also include paid time off programs (holidays, vacation, sick days), new parent leave, and more. Some positions may qualify for restricted stock units and/or a deferred compensation plan.

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

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