Production Assistant - Wholesale Insurance Brokerage - Management Liability

Company: Brown & Riding
Location: Petaluma
Posted on: January 18, 2023

Job Description:

Position Summary:Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions: - Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation - Assist Associate Broker with submission process, as assigned - Prepare Quotes and Confirmation of Coverage (Binders) as directed - Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) - Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent) - Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary - Ensure Surplus Line documents are submitted correctly and on time - Learn and increase system skills to improve efficiency - Attend educational seminars, as required - Produce and mail renewal letters with applications to customers when applicable - Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed - Process certificates of insurance when applicable
Other Responsibilities: - Provide input to departmental procedures - Assist with accounting reconciliation projects - Perform other work-related duties, as assigned - Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized - Assist in handling duties of team members, as appropriate, during absences
Education, Experience and Skills Required: - 0-3 years insurance experience - Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position - Exceptional organization, follow-up, communication, and interpersonal skills - Possess an intuitive and proactive approach to business problems and solutions - Exhibit good listening skills and a willingness to help and support others - Advanced skill level in PC software (Word, Excel and other software, as required) - Ability to be flexible in work schedule as needed - Manage time to get the job done with minimal supervision - Excellent communication skills - both verbal and written - Able to interact with a variety of personality styles - Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements
Work Environment: - Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent. - Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance. - Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute. - Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety

Keywords: Brown & Riding, Petaluma , Production Assistant - Wholesale Insurance Brokerage - Management Liability, Executive , Petaluma, California