Broker Assistant

1 month ago


scottsdale, United States CRC Insurance Services Full time

ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.


1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.

2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.

3. Accurately explain coverages and liabilities to agents and/or clients.

4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.

5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.

6. Manage all account documentation.

7. Initiate and coordinate renewal activity on assigned accounts.

8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.

9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.

10. Facilitate the flow of information from agents and underwriters.

11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.

13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.

14. Provide supervision to Technical Assistants.

15. Assist Associate Brokers and Brokers with duties as needed.

16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. One year of wholesale insurance experience

2. State specific Insurance License

3. Technical Assistant experience or three years of general insurance experience

4. Must be able to understand and analyze necessary components of insurance policies

5. Ability to make independent decisions following CRC guidelines with minimal or no supervision

6. Good organizational, time management, and detail skills

7. Extensive knowledge of insurance and CRC processes

8. Ability to maintain a high level of tact and professionalism

9. Good leadership skills to influence other assistants in a positive manner

10. Possess strong interpersonal skills

11. Strong verbal and written communication skills

12. Strong computer and office skills13. Ability to work extended hours when necessary


Preferred Qualifications:

1. College degree with a concentration in business or equivalent work experience


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

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify


  • Broker Assistant

    2 months ago


    Scottsdale, United States CRC Insurance Services Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.2....

  • Broker Assistant

    2 months ago


    scottsdale, United States CRC Insurance Services Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.2....

  • Broker Assistant

    2 days ago


    Scottsdale, AZ, United States CRC Group Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this 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. Send an email to Accessibility (accommodation requests only;...

  • Inside Broker

    5 months ago


    Scottsdale, United States CRC Group Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market, quote, bind, and confirm new and...


  • Scottsdale, United States VIP Mortgage Inc Full time

    SUMMARY: Build and maintain long-term relationships and partnerships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to VIP TPO. ESSENTIAL JOB FUNCTIONS: Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM)....


  • Scottsdale, United States VIP Mortgage Inc Full time

    SUMMARY: Build and maintain long-term relationships and partnerships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging and influencing them to deliver loans to VIP TPO. ESSENTIAL JOB FUNCTIONS: Improve customer service relationships by tracking Broker and NDC contacts in VIP's Customer Relationship Management tool (CRM)....


  • Scottsdale, Arizona, United States VIP Mortgage Inc Full time

    About the RoleVIP Mortgage Inc is seeking an experienced Business Development Manager to join our team. In this role, you will be responsible for building and maintaining long-term relationships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging them to deliver loans to VIP.Key ResponsibilitiesImprove customer service...


  • Scottsdale, Arizona, United States VIP Mortgage Inc Full time

    About the RoleVIP Mortgage Inc is seeking an experienced Wholesale Mortgage Account Manager to join our team. As a key member of our Wholesale Division, you will be responsible for building and maintaining long-term relationships with Mortgage Brokers and Non-Delegated Correspondents (NDCs) while encouraging them to deliver loans to our company.Key...


  • Scottsdale, United States AmTrust Financial Full time

    Overview The Underwriter administers the underwriting and servicing of renewal accounts for brokers and producers assigned within the territory in compliance with company underwriting, authority, and pricing standards upholds the standards of the AmTrust organization. This position is hybrid out of our Scottsdale, AZ office. (Tuesday - Thursday in ...


  • Scottsdale, United States James River Management Company Full time

    Underwriting Specialist (Excess Casualty) Location: Alpharetta, GA, USA Raleigh, NC, USA Richmond, VA, USA Scottsdale, AZ, USA Virtual Req 100 Job Summary: The Underwriting Specialist serves as the technical expert in a designated coverage, product or product line, mentoring and training less experienced staff. Selects, reviews, models, analyzes and...


  • Scottsdale, United States AmWINS Group Full time

    Special Risk Underwriters (SRU) , an Amwins Group Company, is conducting a candidate search looking a Senior Underwriter to support the new SRU Casualty XS Side Car program. Founded in 2008, SRU is one of the country's largest and fastest growing managing general agents in the country. SRU specializes in underwriting catastrophe property insurance and...


  • Scottsdale, United States James River Management Company Full time

    Underwriting Specialist (Excess Casualty) Alpharetta, GA, USA Raleigh, NC, USA Richmond, VA, USA Scottsdale, AZ, USA Virtual Req 100 Monday, May 13, 2024 Come grow with James River Insurance James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and...


  • Scottsdale, United States AmWINS Group Full time

    At Amwins, we succeed together - and have a good time doing it. We know people don't leave companies. They leave cultures - which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs. First and...

  • Underwriting Intern

    2 months ago


    Scottsdale, United States Burns & Wilcox Full time

    Summary: At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities...

  • Associate Underwriter

    6 months ago


    Scottsdale, United States Burns & Wilcox Full time

    When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our...

  • Associate Underwriter

    2 months ago


    scottsdale, United States Burns & Wilcox Full time

    When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our...

  • Underwriting Intern

    3 months ago


    Scottsdale, United States Burns & Wilcox Full time

    Summary: At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities...

  • Underwriting Intern

    2 months ago


    scottsdale, United States Burns & Wilcox Full time

    Summary: At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities...


  • Scottsdale, United States James River Management Company Full time

    Underwriting Specialist (Excess Casualty) Alpharetta, GA, USA * Raleigh, NC, USA * Richmond, VA, USA * Scottsdale, AZ, USA * Virtual Req #100 Monday, May 13, 2024 Come grow with James River Insurance! James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved...


  • Scottsdale, United States Amplify Full time

    About Us: The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced...