Insurance Assistant Broker: Client Accounts & Support

001 Brown & Brown, Inc; Oakbrook Terrace (IL); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Tuition reimbursement

PTO & holidays

Job summary

Bridge Specialty Group in Oakbrook Terrace, IL is seeking an Assistant Broker to support clerical and administrative processes for the Broker’s book of business, including renewals and new business. Travel is not required; interaction with customers and teammates is by phone and correspondence.

The role involves obtaining required information, completing applications, confirming quotes and binders in writing, issuing policies promptly, making state filings where applicable, and handling taxes in

Qualifications

• High School Diploma or equivalent.
• One (1) or more years of successful insurance experience or completion of a bachelor’s degree.
• Preferred: An active state insurance license (within 90 days).

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.
• Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
• Provides full assistance and support within the Department.
• Provides day-to-day account management on accounts.
• Compliance with Quality Control guidelines.
• Order inspections and handle as needed.
• See that coding on specific required forms are completed and utilized.
• Process endorsements.
• Foster and improve relationships with other departments, producers, and companies.

Skills

Insurance experience

Education

High School Diploma or equivalent

Job description

Bridge Specialty Group in Oakbrook Terrace, IL is seeking an Assistant Broker to support clerical and administrative processes for the Broker’s book of business, including renewals and new business. Travel is not required; interaction with customers and teammates is by phone and correspondence.

The role involves obtaining required information, completing applications, confirming quotes and binders in writing, issuing policies promptly, making state filings where applicable, and handling taxes in