Broker Assistant

Broker Assistant CRC Group - 3.0 Boca Raton, FL Job Details Full-time 1 day ago Benefits AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance RSU Paid time off Vision insurance 401(k) matching Life insurance Qualifications Computer operation Computer literacy English Customer inquiry handling Decision making Computer skills Team motivation (leadership skill) Full Job Description The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America) Please review the following job description: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. 3. Accurately explain coverages and liabilities to agents and/or clients. 4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. 5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. 6. Manage all account documentation. 7. Initiate and coordinate renewal activity on assigned accounts. 8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements. 9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc. 10. Facilitate the flow of information from agents and underwriters. 11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources. 12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent. 13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible. 14. Provide supervision to Technical Assistants. 15. Assist Associate Brokers and Brokers with duties as needed. 16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. One year of wholesale insurance experience 2. State specific Insurance License 3. Technical Assistant experience or three years of general insurance experience 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to make independent decisions following CRC guidelines with minimal or no supervision 6. Good organizational, time management, and detail skills 7. Extensive knowledge of insurance and CRC processes 8. Ability to maintain a high level of tact and professionalism 9. Good leadership skills to influence other assistants in a positive manner 10. Possess strong interpersonal skills 11. Strong verbal and written communication skills 12. Strong computer and office skills 13. Ability to work extended hours when necessary

Preferred Qualifications:

1. College degree with a concentration in business or equivalent work experience General Description of Available Benefits for

Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify