Broker Assistant

Jobtailor; New York (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented underwriting assistant in New York to evaluate risks using documents such as applications, medical reports, and insurance maps. You will collaborate with underwriters to prepare accurate quotes, binders, and certificates, while ensuring timely policy issuance and compliance.

Ideal candidates hold a high school diploma or GED, with MS Office proficiency and 1–2 years in a similar role.

Qualifications

• Working towards or holds valid P&C license (Preferred).
• Associate or bachelor’s degree in an insurance or accounting related discipline (Preferred).
• Minimum education required: High School Diploma or GED.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1–2 years’ experience in a similar position.

Responsibilities

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Reviews company records to determine amount of insurance in force on a single risk or group of closely related risks and evaluates possibility of losses due to catastrophe or excessive insurance.
• Works with Binding Authority Underwriters when underwriting new and renewal risks, ensuring that all required information is obtained, proper applications are complete, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings where applicable are made, and taxes are paid according to appropriate state laws.
• Issues and/or re-issues certificates of insurance.
• Frequently coordinates and corresponds with other internal and external departments via phone, mail and email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
• Assists in the training of other personnel as directed, not limited to instructing and training processors and assistants, reviewing indications, quotes, binders, submissions, and policies for completeness and accuracy.
• Ensures all correspondence and requests are documented and attached to the appropriate file in the appropriate system(s).

Skills

MS Office Suite

Telephone demeanor

Confidentiality

Education

High School Diploma or GED

P&C license

Associate degree in insurance

Bachelor's degree in insurance

Tools

MS Office Suite

Job description

Responsibilities

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Reviews company records to determine amount of insurance in force on a single risk or group of closely related risks and evaluates possibility of losses due to catastrophe or excessive insurance.
• Works with Binding Authority Underwriters when underwriting new and renewal risks, ensuring that all required information is obtained, proper applications are complete, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings where applicable are made, and taxes are paid according to appropriate state laws.
• Issues and/or re-issues certificates of insurance.
• Frequently coordinates and corresponds with other internal and external departments via phone, mail and email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
• Assists in the training of other personnel as directed, not limited to instructing and training processors and assistants, reviewing indications, quotes, binders, submissions, and policies for completeness and accuracy.
• Ensures all correspondence and requests are documented and attached to the appropriate file in the appropriate system(s).

Requirements

• Working towards or holds valid P&C license (Preferred).
• Associate or bachelor’s degree in an insurance or accounting related discipline (Preferred).
• Minimum education required: High School Diploma or GED.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1–2 years’ experience in a similar position.

Certifications & Qualifications

• P&C license
• High School Diploma
• GED
• Associate degree in insurance
• Bachelor's degree in insurance