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Broker Assistant

1 month ago

Fresno, United States ACRISURE Full time

About Acrisure

:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

M.J. Hall & Company, Inc. is a property & casualty focused wholesale brokerage and managing general agent specializing in the Excess & Surplus Lines space. Since 1973, M.J. Hall & Company has earned a name for dependable business insurance, as well as one of California’s most experienced general agents. The M.J. Hall team of insurance professionals set the standards for customer service, product knowledge, and reliability. We have offices in Northern and Southern California, Nevada, and Alaska, with opportunities to work remotely after training.

Immediate Supervisor: Manager, Broker’s Assistants

This role is responsible to the Manager, Broker’s Assistants and Lead Broker(s)


Job Summary:

Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Hall’s sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.

Essential Duties and Responsibilities:

Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects

Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants

Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed

Assist customers (retail agencies) in handling of questions or problems

Log in quote submissions

Track submissions sent to broker markets

Track submissions sent to binding market Underwriter

Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.

Issue quote letters and or binder letters as required

Set and handle suspense’s for required requested items, policies, etc.

Ensure compliance with all binding market rules

Discuss problems or potential problems with company underwriters, verbally or via email

Compile all required documentation for the Policy Issuance Department for binding authority business

Compile all required documentation for SLA filings on individual risks

Send and request notice of cancellations on specific policies

Order and review inspections

Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection

Perform other related duties as assigned

THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.

Education and/or Experience:

Required: High school diploma, current and active Property and Casualty Producer License

Preferred: Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU

Basic knowledge of ISO Commercial General Liability form, preferred

Basic knowledge of differences in property forms between Basic, Broad and Special, preferred

Basic knowledge of Property/Casualty insurance industry, preferred

Technology Skills:

Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)

Previous knowledge of Microsoft Teams and Agency Management Systems

Knowledge of TIF documents

Other Qualifications:

Able to work independently and enjoy a high degree of interaction with team members

Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

Self-motivated and driven

Fast but accurate worker with a high attention to detail

Maintain a sense of urgency and ability to work with and meet deadlines

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

Demonstrates excellent time management and prioritization skills

Attention to detail and commitment to a high level of accuracy

The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

Ability to maintain a professional demeanor and positive attitude

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High finger dexterity while typing documents and forms

Occasionally lift up to 25lbs

Sitting for extended periods of time

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work can be a combination of in office, hybrid and/or remote. When on-site work is done in a temperature-controlled, non-smoking office

The noise level in the work environment is typically moderate

We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan

#LI-KB1

Pay Details:

Hourly: $24 - $32