Insurance Brokerage Coordinator

4 days ago


San Francisco, California, United States Insurance Search Specialists Full time

About the Job:

We are seeking an experienced Insurance Brokerage Coordinator to join our team. This role requires a strong understanding of commercial insurance products and services, particularly in the transportation sector.

Key Responsibilities:

  • Manage client information across required systems, ensuring high accuracy and up-to-date records.
  • Engage with retail agency personnel and underwriters to guarantee precise account details.
  • Prepare accounts for the renewal process, actively soliciting new or renewal business, specifically focusing on transportation accounts.
  • Craft market submissions and quote cover letters, reviewing policies and documents for accuracy.
  • Efficiently manage account transactions, internal processing, and document preparation, including endorsements, change forms, invoices, etc.
  • Address and resolve invoicing issues in collaboration with Premium Accounting and communicate regarding cancellation notices.
  • Ensure timely dispatch of claim notifications to the claims department.
  • Perform basic office duties, including filing, copying, printing, and maintaining organized files.
  • Prepare and review reports, submissions, and cover letters for accuracy.

Requirements:

  • A minimum of 3+ years of relevant experience in commercial insurance brokerage or underwriting, with a preference for those with transportation niche experience.
  • Wholesale or retail agency/brokerage background is highly desirable.
  • An associate degree or higher is preferred.
  • Property and Casualty license
  • Strong understanding of insurance products and services, particularly in the transportation sector.
  • Independent management of workload with minimal supervision.
  • Exceptional attention to detail.
  • Proficiency in Microsoft Office suite.

Salary Range: $80,000 - $100,000 per year, commensurate with experience and qualifications.



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