Brokerage Assistant: Commercial Lines

United States·Plainview,Montvalemid

OtherCommercial

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Quick Summary

Key Responsibilities

Responsible for handling of Brokerage business including, but not limited to, Quoting, Binding, processing of cancellations, endorsements, notices and company policy review.

Technical Tools

OtherCommercial

Responsibilities

~1 min read

→Responsible for handling of Brokerage business including, but not limited to, Quoting, Binding, processing of cancellations, endorsements, notices and company policy review.
→Communicates with agents and carriers as directed by Supervisor
→Handling of “Follow Ups” for brokerage business.
→Reviews endorsements/requests for endorsements against the policy.
→Services all accounts, including resolving client and carrier requests within guidelines.
→Responsible for quality and timely processing and organized file maintenance.
→Adheres to applicable procedures to ensure compliance with corporate and regulatory standards, and out of state filings.
→Assist with renewal processing and new business submission as directed
→Assist other team members as needed

Requirements

~1 min read

Minimum 2 years of Brokerage Commercial Lines Insurance Experience
Prior Wholesale E&S Experience Desired
Insurance Coursework strongly preferred
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.