Broker Assistant

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
• Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
• Accurately explain coverages and liabilities to agents and / or clients.
• Provide and / or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
• Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
• Manage all account documentation.
• Initiate and coordinate renewal activity on assigned accounts.
• Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
• Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
• Facilitate the flow of information from agents and underwriters.
• Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
• Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
• Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.
• Provide supervision to Technical Assistants.
• Assist Associate Brokers and Brokers with duties as needed.
• Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and / or formal continuing education.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Qualifications :

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

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