Wholesale Insurance Support Specialist
7 days ago
We are seeking a highly organized and detail-oriented Insurance Operations Assistant to join our team at Brown & Riding. As a key member of our wholesale insurance brokerage, you will play a critical role in supporting our broker team in meeting their day-to-day technical and clerical needs.
Key Responsibilities- Quality Management: Meet quality measurement goals and procedures by following our Quality Management System (QMS) standards.
- Policy Administration: Follow up for subjectivities and any other post-binding requirements issued by the carrier, ensuring agency management files are fully documented as required by our QMS procedures.
- Communication: Relay requests for additional information from a licensed team member to a retailer, and communicate to obtain factual information necessary for a licensed team member to complete a review or give a response.
- Policy Processing: Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing, and transmit policies issued by markets/carriers to retailers.
- Follow-up and Escalation: Manage and maintain follow-up tasks, including following up on items and escalating unresolved issues to a licensed team member when appropriate.
- Surplus Line Management: Ensure Surplus Line documents are submitted correctly and on time.
- Professional Development: Work to obtain property & casualty license and surplus lines license as required by state, and pursue educational opportunities to expand insurance knowledge.
- Administrative Support: Open, distribute, scan, and file mail, as needed, and assist Accounting with reconciling account-specific billing questions or discrepancies.
- Team Collaboration: Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively, and perform other work-related duties as assigned by Broker and/or management.
- Education and Experience: No prior insurance experience required, but strong organization, follow-up, communication, and interpersonal skills are essential.
- Technical Skills: Intermediate skill level in PC software (Word, Excel, and other software, as required).
- Personal Qualities: Proactive approach to problem-solving, good listening skills, and a willingness to support others are essential.
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 individuals who share these values.
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