Broker Assistant

CRC Insurance Services; Irvine (CA); On-site; USD 75,000; Full time

Job summary

An established industry player is seeking a dedicated individual for an entry-level position in insurance services. This role involves managing client interactions, providing accurate policy information, and ensuring timely documentation. The ideal candidate will possess a strong understanding of insurance policies and demonstrate excellent organizational and communication skills. Join a diverse and inclusive team committed to professional development and customer service excellence in the insurance sector. This is a fantastic opportunity to grow your career in a supportive environment while making a meaningful impact on client relationships.

Qualifications

• 1 year of wholesale insurance experience required.
• Strong understanding of insurance policies needed.

Responsibilities

• Respond to requests from brokerage team and underwriters.
• Analyze policies and manage account documentation.

Skills

Wholesale insurance experience

Insurance policy analysis

Organizational skills

Time management skills

Leadership skills

Interpersonal skills

Verbal communication skills

Written communication skills

Computer skills

Education

College degree in business or equivalent work experience

Job description

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:

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

The annual base salary for this position is $75,000.00.

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

Seniority level

Entry level

Employment type

Full-time

Job function

General Business and Administrative

Industries

Insurance and Wholesale