Production Assistant - Wholesale Insurance Brokerage - MLPL Job at Brown & Riding, Fort Worth, TX

N1VramtTTWNTRkpWdzBlR1NHWHNFZGgyZ0E9PQ==
  • Brown & Riding
  • Fort Worth, TX

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

Job Tags

Flexible hours,

Similar Jobs

Sazerac Company

Industrial Maintenance Technician - Nights Job at Sazerac Company

 ...competitive salaries and benefits in an exciting, entrepreneurial industry. Company/Location Overview: Thank you for your interest in...  ...industrys highest honors Distiller of the Year by the International Wine & Spirits Competition. Job Description/Responsibilities: The... 

Akkodis

Senior Desktop Support Analyst Job at Akkodis

 ...Microsoft Internet Explorer and Edge, Google Chrome, and Safari Adobe Acrobat, Foxit Reader, or other PDF applications ServiceNow VMware Horizon View Palo Alto Global Protect (VPN) iOS/Android devices System Center Configuration Manager (SCCM) If you are... 

Comcast Corporation

Senior Technical Project Manager Job at Comcast Corporation

 ...world. Job Summary The Senior Technical Project Manager (TPM 4) will lead and enhance...  ...closely with engineering teams to coordinate readiness milestones across Development...  ...with team members located in multiple remote locations and time zones. Working conditions... 

TBG | The Bachrach Group

Real Estate Closer Job at TBG | The Bachrach Group

 ...Our client, a large, national real estate company is continuing to grow and has an immediate need for a residential closer (multiple positions...  ..., and fun; and they seek someone who can come in and become part of a close knit family. Flexible work environment and family... 

CLAE SOLUTIONS

Customer Service Representative Job at CLAE SOLUTIONS

 ...Job Description Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you...