Production Assistant - Wholesale Insurance Brokerage - Management Liability
Company: Brown & Riding Insurance Services
Location: Seattle
Posted on: May 14, 2022
|
|
Job Description:
Position Summary:
Assist the Associate Broker (AB), Broker or Practice Group Leader
in meeting the day-to-day technical and clerical needs of the
department. Assist with servicing new and renewal business. Service
active and expired policy files in accordance with established
Brown & Riding values, goals, and procedures.
Essential Functions:
- Meet quality measurement goals by delivering high quality service
in servicing assigned clients and accounts. Ensure 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
- Assist Associate Broker with submission process, as assigned
- Prepare Quotes and Confirmation of Coverage (Binders) as
directed
- Policy Checking (Review policies to be sure that 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
Other Responsibilities:
- Provide input to departmental procedures
- Assist with accounting reconciliation projects
- Perform other work-related duties, as assigned
- Work closely with AB Team Lead and assigned Broker(s) in
identifying other projects where skills, experience and knowledge
can be utilized
- Assist in handling duties of team members, as appropriate, during
absences
Education, Experience and Skills Required:
- 0-3 years insurance 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
Work Environment:
- Physical activities of job are within the normal expectations of
an office environment where the amount of standing, walking,
sitting, reaching, and other movements are within the control of
the incumbent.
- Vision requirements are in the normal range, correctable with
glasses or contacts, where color vision, peripheral vision, depth
perception have no significant impact on job performance.
- Working environment is generally within the confines of an office
where normal climate conditions support effective job performance.
Some daily travel may include limited time spent outside in the
elements as part of the normal commute.
- Risk of exposure to hazardous materials, electrical shock,
explosives, radiation, vibration or airborne particles are at the
extreme minimum. Protective clothing is usually not necessary to
effective job performance or safety
Keywords: Brown & Riding Insurance Services, Seattle , Production Assistant - Wholesale Insurance Brokerage - Management Liability, Executive , Seattle, Washington
Click
here to apply!
|