Broker Assistant

## Broker Assistant Apply:
Remote:
Georgia (Remote):
Tennessee (Remote):
Pennsylvania (Remote):
Wisconsin (Remote):
Virginia (Remote):
Full time:
Posted Today:
R-1600
*
* Job Description:

**** Broker Assistant – USA Telecom Insurance (USAT)*
* ** Work Mode:
** Fully Remote for those able to work an Eastern Time Zone schedule **| Location/based out of Gainesville, GA*
* *
* About the Role:

** USA Telecom Insurance (USAT), a subsidiary of Insurance Office of America (IOA), is an MGA program selling and servicing telecom-related accounts through retail agents and brokers. The Broker Assistant works under the direction of the USAT Broker, resolving non-complex customer service issues and escalating complex ones. Responsibilities include client/agent service, maintaining productivity, quality, and service levels, managing insurance policy processes, data entry, correspondence management, account team communication, professional development, and general office support.

*
* Key Responsibilities:

*** Support Accounts:
Assists in supporting accounts, meeting performance requirements for production, quality, and service, ensuring no liability from errors and omissions.
* Customer Service:
Delivers outstanding customer service, maintaining frequent and professional communication, and responding quickly to service requests.
* Work Ethic:
Demonstrates a strong work ethic, positive attitude, and willingness to assist others.
* Agent Appointment:
Assists in appointing new retail agents and brokers as directed by Broker.
* New Business Submissions:
Manages intake of new business submissions, setting up accounts in Epic, qualifying submissions, and ensuring timely receipt of loss runs.
* Pipeline Management:
Maintains new business pipeline spreadsheet with Broker.
* Renewal Process:
Assists Broker with renewal process, gathering necessary information, sending renewal letters, and setting up renewal activities based on SOP time frames.
* Policy Transactions:
Processes policy transactions accurately and within required time frames, including new and renewal policies, midterm changes, audits, cancellations, reinstatements, and Agent of Record changes.
* Email Management:
Manages USAT email inboxes, forwarding emails to appropriate individuals and logging submissions timely.
* Marketing Support:
Provides administrative support for marketing efforts, preparing and issuing policy binders, and processing policy invoicing accurately.
* Correspondence Management:
Manages incoming mail, faxes, and other correspondence.
* Data Management:
Maintains agency management system, ensuring data is complete, clearly presented, accurate, and up-to-date.
* Action Items:
Monitors and maintains pending action items (Epic activities), ensuring completion within required time frames.
* Billing Issues:
Identifies and rectifies simple policy billing issues, referring complex issues to Broker.
* Performance Monitoring:
Monitors individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
* Compliance and Development:
Ensures compliance with USAT program guidelines and standard operating procedures and grows technical competence and industry knowledge through training and professional development.  
** Ideal Candidate

Qualifications:

*** 1+ years of industry experience or equivalent education; or 2+ years of related experience in customer service
* Thorough knowledge of insurance brokerage and client needs
* Required active licensing or ability to obtain
* Strong analytical, problem-solving, and decision-making skills
* Exceptional customer service, communication, multitasking, and organizational skills
* Ability to perform large work volumes with high degree of accuracy
* Proficiency in MS Office (Outlook, Word, Excel)
* High School Diploma (or equivalent)  
*
* What We Offer:

*** Competitive salaries and bonus potential
* Company-paid health insurance
* Paid holidays, vacations, and sick time
* 401K with employer match
* Employee stock plan participation
* Professional growth and career progression opportunities
* Respectful culture and work/family life balance
* Community service commitment
* Supportive teammates and a rewarding work environment  
** What to Expect (Application Process):
*** 30-Minute Phone Screen, Online Assessments, and Interview(s)
** Salary Range
** The expected pay range for this position is $21.00 to $24.50 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an…