Insurance Assistant

2 weeks ago

Atlanta, Georgia, United States Brown & Riding Full time
Job Summary

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 Associate Brokers, Brokers, and Practice Group Leaders in meeting the day-to-day technical and clerical needs of the department.

Key Responsibilities
  • Assist with servicing new and renewal business, ensuring all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation.
  • Prepare Quotes and Confirmation of Coverage (Binders) as directed.
  • Policy Checking (Review policies to ensure they are issued in accordance with what was bound with the carrier).
  • Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent).
  • Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary.
  • Ensure Surplus Line documents are submitted correctly and on time.
  • Learn and increase system skills to improve efficiency.
  • Attend educational seminars, as required.
  • Produce and mail renewal letters with applications to customers when applicable.
  • Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed.
  • Process certificates of insurance when applicable.
Requirements
  • 0-3 years insurance experience.
  • Strong preference for commercial property & casualty, surplus lines experience.
  • Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position.
  • Exceptional organization, follow-up, communication, and interpersonal skills.
  • Possess an intuitive and proactive approach to business problems and solutions.
  • Exhibit good listening skills and a willingness to help and support others.
  • Advanced skill level in PC software (Word, Excel and other software, as required).
  • Ability to be flexible in work schedule as needed.
  • Manage time to get the job done with minimal supervision.
  • Excellent communication skills - both verbal and written.
  • Able to interact with a variety of personality styles.
  • Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements.

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