Assistant Broker
Assistant Broker
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Job Description
Responsibilities
- Participate in a role supporting a broker by providing service after the sale to the client
- Work closely with Underwriters and underwriting assistants at the carrier level
- Enter data and rate quotes in carrier portals specializing trucking and transportation business
- Quote and activate Premium Finance Agreements as requested by client
- Handle midterms change requests with our retail agents and carriers
- Request quotes and binders from carriers and deliver to retail agent
- Review the policy for accuracy against carrier generated quote and binder
- Diary for missing items at time of binding.
- Complete Surplus Lines Tax Forms and deliver to the client
- Work with internal accounting department if needed to determine outstanding balance from insurance agent
- Document file as to communication between our clients and insurance companies
- Handle the renewal process by obtaining and delivering quotes
- Create and modify documents in Word Excel Adobe and Image Right
- Assists with work overflow and contribute to team efforts by accomplishing related results as needed
- Performing clerical functions
- Handle requests for information and data
- Resolve administrative problems and inquiries
Required Experience
- Computer skills and knowledge of relevant software including Microsoft Office products
- Knowledge of operation of standard office equipment
- Knowledge of clerical and administrative procedures and systems such as filing and data entry
Required Software or Technical skill
- Strong verbal communication skills administrative or general office writing skills Microsoft Office skills organization and attention to detail analyzing information professionalism problem solving
- Working knowledge agency management system
Acrisure 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 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
