Wholesale Insurance Broker Assistant

1 month ago


New York, New York, United States Selby Jennings Full time

Position: Wholesale Insurance Broker Assistant

Location: New York City

Responsibilities:

  • Support Brokerage operations
  • Assists in executing and coordinating day-to-day broker tasks
  • Collaborates with brokers to prepare documents for marketing renewal business
  • Provides necessary administrative support, handling tasks such as filing, printing, and archiving documents
  • Updates new and current client information
  • Maintains organized records of client accounts, transactions, and other relevant documentation
  • Oversees compliance with record-keeping regulations
  • Handles customer service functions, answering broker requests and questions via telephone, email, chat, or in person
  • Contributes to the preparation of compliance reports related to brokerage operations
  • Collaborates across broker and finance teams
  • Adheres to regulatory requirements and internal policies
  • Assists in identifying and mitigating operational risks
  • Handles ad hoc tasks and requests

Qualifications:

  • Back-office admin experience
  • Used to high volume in deal flow in the commercial insurance business
  • Able to handle submissions, quotes, binders and endorsements
  • Need to be proficient in Microsoft Office (Outlook, Excel, PowerPoint)
  • Preferred knowledge of the following systems AIM, IMAGEWRITE
  • Comfortable speaking with clients
  • In office 4 days a week

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