Commercial Insurance Broker Assistant

R.E. Chaix & Associates Insurance Brokers , Inc.; United States; Remote; USD 55,000 - 70,000; Full time

Job summary

R.E. Chaix & Associates Insurance Brokers is seeking a motivated Broker Assistant for its remote Property and Casualty department. This entry-level role involves managing client relationships, process documentation, and supporting the underwriting team. Ideal candidates will possess strong communication skills, organizational abilities, and a customer-oriented mindset, while also benefiting from a supportive company culture and career growth opportunities.

Benefits

Medical insurance options

401k plan

Generous PTO structure

Qualifications

• Experience in commercial insurance preferred.
• Ability to work independently and take direction.
• Track record of reliability.

Responsibilities

• Create and maintain reports for business tracking.
• Process policy endorsements and maintain documentation.
• Manage communications with agents.

Skills

Customer orientation

Written communication

Teamwork

Organization

Detail-oriented

Multi-tasking

Education

High school diploma or higher

Tools

Microsoft Excel

Job description

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About the Company: Located in Irvine, California, R.E. Chaix & Associates Insurance Brokers is a wholesale insurance brokerage, licensed in 50 states and specializing in P&C, Professional Liability, Workers/ Comp/Environmental/Marine/Garage/Commercial Auto/Personal Lines/Oil & Gas/Cannabis/Special Programs. Founded in 1987 as a one-man operation, the company has since grown to over $80 million in premium volume and maintains a reputation for exceptional service and contracting with quality admitted & non-admitted markets for independent agents.

About the Role: This is a full-time remote. We are seeking a motivated and detail-oriented Broker Assistantto join our Property and Casualty department. As a key player in our organization, you will be responsible for cultivating and managing relationships, policies, and ensuring the best coverage for clients.

Key Responsibilities:

• Creating & maintenance of various reports for business activity tracking purposes.
• Process endorsements, reviewing inspections, and binders – policy maintenance.
• Responsible for accuracy and maintenance of file documentation and compliance, utilizing paperless filing systems.
• Data entry into multiple internet-based systems for all aspects of policy life cycle (proposals, confirmations, policy changes, etc.).
• Ensure accurate and timely servicing and billing of accounts, monitoring and management of premium related underwriting transactions.
• Manage communications with retail agents and insureds for required information and resolution of issues or questions.
• Collaborate with underwriting team members and interoffice personnel for meetings/ service requests.
• Participate in training and development activities to enhance underwriting knowledge.
• Provides administrative support and other project work/assignments as needed.

Required Experience and Skills:

• Commercial Insurance experience preferred.
• Strong customer orientation, high quality written and oral communication skills to talk with agents and help maintain relationships.
• Teamwork and Collaboration.
• Excellent organization skills, detail oriented and ability to multi-task in a busy work environment.
• Proficiency with Microsoft Office products, with an emphasis in Excel.
• Able to take direction well, work independently and with minimal supervision.
• Demonstrated track record of reliability and dependability.
• Ability to remain professional and confidential for sensitive materials.

Medical and 401k: We offer our valued employees’ multiple options for Health, Dental, Vision, LTD, and Life Insurance to protect employees and their families. We take pride in contributing toward employee health insurance to allow them to use towards their selected insurance needs.

Paid Time Off: We offer a generous PTO structure and paid holidays.

Culture: We proud ourselves as a company in maintaining a communicative and team-oriented workplace environment as a remote-based company.

Career Path: We offer all employees a career path through multiple disciplines as they progress in their careers depending on their professional interests. We are very proud of our longstanding internal policy to promote from within whenever possible.

Retention: We are very proud of our record of retaining employees’ long term. This is based on our philosophy, “Give employees all of the necessary tools to grow professionally and treat them so well that they will always want to grow within.”.

Please apply through the job posting or contact our Human Resources Department at:

Alex Sullivan / [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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