Policy Service & Renewals Assistant

Brown & Riding; Los Angeles (CA); On-site; USD 50,000 - 60,000; Full time

Job summary

Brown & Riding, a wholesale insurance brokerage in Los Angeles, seeks a Production Assistant to support broker teams with policy files, renewals, and data gathering. This role focuses on clerical tasks, ensuring documentation aligns with company QMS procedures and internal processes.

The PA1 will handle information flow, prepare quotes and endorsements, and assist in market submissions under supervision, while pursuing property & casualty licenses as required by state regulations.

Qualifications

• No prior insurance experience required.
• Strong organization, follow-up, communication, and interpersonal skills.
• Demonstrate analytical skills to define problems and interpret data.
• Proactive approach to problem-solving and good listening.
• Intermediate PC software skills (Word, Excel, etc.).
• Flexible work schedule when needed.
• Time management to get the job done.
• Able to interact with diverse personalities and styles.

Responsibilities

• Assist broker team with servicing active and expired policy files per QMS.
• Prepare renewal letters and requests for applications.
• Gather information for licensed team members to review or respond.
• Transmit policies to retailers and follow up on endorsements and renewals.
• Support market submissions by compiling information provided by retailers.
• Coordinate confirmations of coverages and related documents with licensed team members.

Skills

Organization

Follow-up

Communication

Analytical thinking

Proactive problem-solving

PC software

Flexibility

Time management

Interpersonal skills

Tools

Word

Excel

Job description

Brown & Riding, a wholesale insurance brokerage in Los Angeles, seeks a Production Assistant to support broker teams with policy files, renewals, and data gathering. This role focuses on clerical tasks, ensuring documentation aligns with company QMS procedures and internal processes.

The PA1 will handle information flow, prepare quotes and endorsements, and assist in market submissions under supervision, while pursuing property & casualty licenses as required by state regulations.