Broker Assistant

Capital Markets Placement; Town of Texas (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading company in the insurance sector is seeking a Broker Assistant to support the brokerage team in Houston, TX. The role involves managing account documentation, responding to client inquiries, and ensuring compliance with insurance regulations. Ideal candidates will have at least one year of wholesale insurance experience and strong organizational skills. This position offers an opportunity to grow within a dynamic and diverse workplace.

Qualifications

• One year of wholesale insurance experience required.
• State-specific Insurance License is mandatory.
• Technical Assistant experience or three years of general insurance experience preferred.

Responsibilities

• Respond to requests from the brokerage team and clients regarding account servicing issues.
• Manage all account documentation and coordinate renewal activities.
• Analyze policies and ensure accuracy in documentation.

Skills

Organizational skills

Time management

Detail-oriented

Interpersonal skills

Communication skills

Education

College degree in business or equivalent work experience

Job description

CRC Group is looking for a Broker Assistant in Houston, TX.

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 requests from the 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. Explain coverages and liabilities to agents and/or clients accurately.
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 business relationships.
6. Manage all account documentation.
7. Coordinate renewal activities 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.
10. Facilitate the flow of information from agents and underwriters.
11. Maintain suspense systems and follow-up for receipt of policies, endorsements, reports, correspondence, claims, etc.
12. Process binders, invoices, and tax filings, forwarding them to the appropriate parties.
13. Monitor accounting activities such as payments, collections, and taxes to anticipate and prevent issues.
14. Provide supervision to Technical Assistants.
15. Assist Associate Brokers and Brokers as needed.
16. Maintain current knowledge of the insurance industry through workshops, seminars, literature reviews, and continuing education.

QUALIFICATIONS

Required Qualifications:

• One year of wholesale insurance experience
• State-specific Insurance License
• Technical Assistant experience or three years of general insurance experience
• Ability to understand and analyze insurance policies
• Ability to make independent decisions following CRC guidelines with minimal supervision
• Strong organizational, time management, and detail skills
• Extensive knowledge of insurance and CRC processes
• High level of tact and professionalism
• Leadership skills to positively influence others
• Strong interpersonal, verbal, and written communication skills
• Proficiency in computer and office skills
• Ability to work extended hours when necessary

Preferred Qualifications:

• College degree in business or equivalent work experience

CRC supports a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, citizenship, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected classifications. CRC is a Drug-Free Workplace.

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