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Small Business Assistant

3 months ago

Livingston, United States KORE INSURANCE HOLDINGS LLC Full time
Job DescriptionJob Description

Overview:

KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities.

Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation.

KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life.

Job Type: Full Time

On-site 4 days a week, 1 day WFH / Remote


Job description for Small Business Assistant:

Our Insurance Agency is looking to add an individual experienced in servicing and marketing commercial property & casualty clients within a retail insurance brokerage environment. The candidate should have a demonstrated ability to work with team members in assembling, reviewing, modifying and disseminating documentation necessary for obtaining and evidencing commercial property & casualty insurance. Compensation D.O.E.

Position Overview: Team Member will provide exceptional client service to the book of business, maintain all documentation applicable to the new and renewal business transacted and process, timely and accurately, all coverage related request from or on behalf of clients. Individual will work with other team members and team leader to facilitate smooth servicing of all current and prospective client’s insurance programs and round-out accounts as opportunities arise.

Responsibilities of the Team Member (not all inclusive):

  • Knowledgeable on diverse range of insurance products in the Commercial Lines arena.
  • Service and maintain all aspects of a variety of commercial accounts (both individually and on a collaborative basis).
  • Work from both a typical and accelerated renewal timeline on existing business.
  • Work on short timelines in competition for prospective clients.
  • Gathering and analyzing underwriting information (update exposure and rating basis/complete renewal applications, review coverage needs, etc.).
  • Completion of Acord submissions and applications.
  • Completion of excel based Comparison Exhibits.
  • Develop and maintain strong relationships with clients.
  • Prepare request for premium invoices and premium financing.
  • Prepare, review and distribute Certificates of Insurance and Auto ID Cards.
  • Review contractual insurance requirements for Certificates of Insurance.
  • Examine and distribute endorsements.
  • Manage policy changes and documentation in Agency Management System.
  • Support Team leader in client retention and expansion of business.
  • Adopt team processes and procedures
  • Embrace all opportunities to learn form other team members and increase professional knowledge.

Qualifications for a position on a commercial lines property and casualty team:

  • Working knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
  • Working Knowledge of Applied EPIC Agency Management System .
  • Understanding of the processes, procedures, workflows and timelines for new and renewal P&C business.
  • Functional understanding of property and casualty coverages.
  • Strong analytical and Critical thinking Skills.
  • Detail oriented.
  • Excellent organization and time management skills. Ability to prioritize.
  • Ability to work effectively under pressure to meet deadlines.
  • Excellent verbal and written communication skills.
  • Affable and gracious manner with clients and business partners.
  • Ability to work in Team setting. Interpersonal skills, including relationship-building skills with Clients, underwriters and Team Members.
  • Experience in a similar position at a retail brokerage or agency.

Education Requirements:

  • College Degree or demonstrated equivalent work experience
  • Property & Casualty Insurance License
  • Insurance Designations preferred (ARM, CIC, CPCU, etc.)
  • Applied Epic courses

NOTE: WE ARE ONLY CONSIDERING CANDIDATES WITH A VALID PRODUCER/ BROKERLICENSE WHO ALSO HAVE “INSURED FACING” COMMERCIAL PROPERTY AND CASUALTY EXPERIENCE.

Benefits:

  • Incentive for New Business Accounts
  • Health, Dental, Vision and Life Insurance Benefits
  • 401(k) Plan
  • 20 Days of PTO
  • 9 Holidays
  • Hybrid Work Schedule after 90-day probationary period

Kore Insurance Holdings, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Kore makes hiring decisions based solely on qualifications, merit, and business needs at the time.