Novatae Risk Group
Broker Assistant for Wholesale Insurance
Novatae Risk Group, Dallas, Texas, United States, 75215
Broker Assistant for Wholesale Insurance
The Broker Assistant will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.
Requirements
Property & Casualty license is required.
Minimum of 2 years of previous P&C wholesale insurance experience.
Proficient in basic computer skills, such as Microsoft Office and agency management software.
Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
Team player with a strong work ethic and positive attitude.
Responsibilities
Manage client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
Interact with clients (in person, via telephone, or email) to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
Process renewals following agency procedures and remarket accounts identified for renewal marketing.
Provide quotes to existing clients for additional lines of business as needed.
Process all account transactions ensuring timely, accurate handling in line with agency procedures.
Adhere to agency credit and collection procedures in invoicing and pursuing prompt payments.
Manage cancellation processes according to agency standards, addressing both carrier and client requests as received.
Equal Employment Opportunity Novatae Risk Group is an equal opportunity workplace. We celebrate and support our differences and are dedicated to equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. Reasonable accommodations are provided to qualified applicants or employees with a disability unless doing so would impose an undue hardship on the operation of our business.
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Requirements
Property & Casualty license is required.
Minimum of 2 years of previous P&C wholesale insurance experience.
Proficient in basic computer skills, such as Microsoft Office and agency management software.
Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
Team player with a strong work ethic and positive attitude.
Responsibilities
Manage client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
Interact with clients (in person, via telephone, or email) to discuss needs, assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
Process renewals following agency procedures and remarket accounts identified for renewal marketing.
Provide quotes to existing clients for additional lines of business as needed.
Process all account transactions ensuring timely, accurate handling in line with agency procedures.
Adhere to agency credit and collection procedures in invoicing and pursuing prompt payments.
Manage cancellation processes according to agency standards, addressing both carrier and client requests as received.
Equal Employment Opportunity Novatae Risk Group is an equal opportunity workplace. We celebrate and support our differences and are dedicated to equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. Reasonable accommodations are provided to qualified applicants or employees with a disability unless doing so would impose an undue hardship on the operation of our business.
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