Broker Assistant
Broker Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Description
Job Title:Broker Assistant
Location:Stockton CA
About Acrisure
A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cuttingedge technology and toptier human support together it connects clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity mortgage services and more.
In the last eleven years Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation client centricity and an indomitable will to win.
Job Summary:
Under the direction of the Manager Brokers Assistants assigned Lead Brokers and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Halls subproducers. This is an hourly nonexempt position consisting of administrative duties specifically related to holding a property and casualty license.
Essential Duties and Responsibilities:
Take direction from Manager Brokers Assistants and assist designated Lead Broker(s) in all aspects
Take direction from Manager Brokers Assistants and backup other Brokers Assistants
Take direction from Manager Brokers Assistants and support Sr. Brokers 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 suspenses 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
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
Selfmotivated 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 onsite work is done in a temperaturecontrolled nonsmoking 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
THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.
Pay Details:
Monthly Salary: $23 $35Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure/privacy/caapplicant.
Acrisure is equally committed to supporting social issues. In 2021 the Company cofounded Evolution Advisors a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minorityowned enterprises. In its home of Grand Rapids Acrisure provided $15 million to create the Acrisure Center for Innovation in Childrens Health at Helen DeVos Childrens Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Employment Type
Full-Time
