Broker Assistant

200 CRC Insurance Svcs LLC; Dallas (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Join a dynamic team at a leading specialty wholesale insurance firm, dedicated to innovation and collaboration. As a key partner to brokers, you'll provide superior support for policies and key accounts, ensuring high-quality service to agents and clients. This role offers a unique opportunity to enhance relationships while managing essential account documentation and facilitating communication between stakeholders. With a focus on professional growth and a supportive community, this position is perfect for those who thrive in fast-paced environments and value integrity. Take your career to new heights with us!

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Life Insurance

Disability Insurance

Professional Development Programs

Qualifications

• One year of wholesale insurance experience required.
• Strong verbal and written communication skills are essential.
• Ability to analyze insurance policies is necessary.

Responsibilities

• Respond promptly to requests from brokerage teams and clients.
• Manage account documentation and ensure accuracy of policies.
• Develop professional rapport with clients and underwriters.

Skills

Wholesale Insurance Experience

Insurance License

Organizational Skills

Communication Skills

Leadership Skills

Time Management

Interpersonal Skills

Detail Orientation

Education

College Degree in Business

Equivalent Work Experience

Tools

Office Software

Job description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. 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.
1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
3. Accurately explain coverages and liabilities to agents and/or clients.
4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
6. Manage all account documentation.
7. Initiate and coordinate renewal activity on assigned accounts.
8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
10. Facilitate the flow of information from agents and underwriters.
11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.
14. Provide supervision to Technical Assistants.
15. Assist Associate Brokers and Brokers with duties as needed.
16. 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.
1. One year of wholesale insurance experience
2. State specific Insurance License
3. Technical Assistant experience or three years of general insurance experience
4. Must be able to understand and analyze necessary components of insurance policies
5. Ability to make independent decisions following CRC guidelines with minimal or no supervision
6. Good organizational, time management, and detail skills
7. Extensive knowledge of insurance and CRC processes
8. Ability to maintain a high level of tact and professionalism
9. Good leadership skills to influence other assistants in a positive manner
10. Possess strong interpersonal skills
11. Strong verbal and written communication skills
12. Strong computer and office skills
13. Ability to work extended hours when necessary

Preferred Qualifications:
1. College degree with a concentration in business or equivalent work experience

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position.TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site . Depending on the position and division, this job may also be eligible for TIH’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?
• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.