Insurance Assistant
3 weeks ago
We are seeking a highly organized and detail-oriented Insurance Assistant to join our team at Brown & Riding. As an Insurance Assistant, you will play a critical role in supporting our brokerage team in meeting their day-to-day technical and clerical needs.
Key Responsibilities- Assist in servicing active and expired policy files, ensuring compliance with established Brown & Riding values, goals, and procedures.
- Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
- Follow up on subjectivities and post-binding requirements issued by carriers.
- Ensure agency management files are fully documented as required by QMS procedures.
- Relay requests for additional information from licensed team members to retailers.
- Produce and email renewal letters requesting completed applications for insurance coverage.
- Communicate with retailers to obtain factual information necessary for licensed team members to complete reviews or provide responses.
- Record responses from retailers to questions on insurance applications.
- Receive telephone calls reporting additional or replacement items for policies in force.
- Assist licensed team members with setup of market submissions by compiling information and applications provided by retailers.
- Relay written bind requests and endorsement requests from retailers to markets/carriers.
- Prepare quotes for release, outlining binding subjectivities and updating market responses.
- Process and release Confirmation of Coverages after receiving market/carrier binders.
- Transmit policies issued by markets/carriers to retailers.
- Follow up on pending endorsements, review their accuracy, invoice, and transmit to retailers.
- Manage and maintain follow-up tasks, including escalating unresolved issues to licensed team members.
- Ensure Surplus Line documents are submitted correctly and on time.
- No prior insurance experience required.
- Strong organization, follow-up, communication, and interpersonal skills.
- Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
- Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
- Intermediate skill level in PC software (Word, Excel, and other software, as required).
- Ability to be flexible in work schedule, as needed.
- Manages time to get the job done.
- Able to effectively interact with and adapt to diverse personality and communication styles.
Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. We strive to achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.
We stand for TEAMWORK, QUALITY, and PROFESSIONALISM, and we are looking for like-minded individuals to join our team.
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