Commercial Assistant Broker

Arlington/Roe & Co Inc; Indianapolis (IN); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading property/casualty wholesaler seeks a Commercial Assistant Broker to support Brokers with administrative tasks for new and renewal business. This role emphasizes customer care and requires strong communication and organizational skills. The position allows remote work, making it ideal for self-motivated individuals.

Qualifications

• Minimum of one year experience in insurance industry required.
• Proficient computer knowledge including Microsoft Office.

Responsibilities

• Provide excellent customer service to retail partners.
• Prepare submissions and submit to carrier partners for quoting.
• Process renewal quotes and endorsements.

Skills

Communication

Attention to Detail

Customer Service

Teamwork

Independence

Education

Bachelor’s degree in Insurance

Bachelor’s degree in Risk Management

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

Arlington/Roe , a family-owned property/casualty wholesaler and managing general agency since 1964, has an outstanding opportunity for a Commercial Assistant Broker within our Brokerage team. This position has the ability to work remotely.

Arlington/Roe has over 200employees located predominately throughout the Midwest. We are a sales and customer service insurance organization that operates with the utmost integrity. A national leader in the wholesale/managing general agency arena, our company is respected and valued by the insurance agents we serve and insurance carriers we represent.

Summary Job Statement:

The purpose is to support a Broker and/or Associate Broker with the administrative tasks associated with the placement of new and renewal business, prepare information for a variety of reports and documents, while also providing exemplary customer care.

Education:

• Bachelor’s degree in Insurance, Risk Management, or a related field required; equivalent experience may be considered.

Qualifications:

• A minimum of one year of experience in the insurance industry is required
• Strong oral and written communication skills
• Exceptional attention to detail
• Positive attitude and a willingness to take on challenges
• Ability to prioritize workload & pivot quickly as it changes
• Capable of working independently and within teams
• Proficient computer knowledge including, but not limited to, all aspects of Microsoft Office

Essential Functions:

• Provide excellent & consistent customer service to our retail partners
• Prepare a submission and submit to our carrier partners for quoting
• Process and send renewal quotes, endorsements, audits, cancellations, binders, and all other processes that occur during a policy’s life cycle
• Prepare risk or claims summaries, as needed
• Receive & respond to calls/requests concerning problems, delays, discrepancies, etc.
• Support Broker in renewal retention & new biz growth
• Communicate effectively with both our retail & carrier partners
• Request and keeping track of missing information from outside sources
• File organization and maintenance (in a paperless environment)
• Performs other duties as assigned
• The above statements are intended to describe the general nature and level of work being performed by the individual assigned to this position. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the position

Arlington/Roe is an Equal Opportunity Employer.