Novatae Risk Group
Broker Assistant for Wholesale Insurance
Novatae Risk Group, Dallas, Texas, United States, 75215
Overview
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. Responsibilities
Manage client service needs including endorsements, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting. Interact with clients (in person, by telephone, or by email) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems. Process renewals following agency procedures. Remarket accounts identified for renewal marketing following agency procedures. Provide quotes to existing clients for additional lines of business as needed. Process all account transactions to ensure timely, accurate handling in accordance with agency procedures. Follow agency credit and collection procedures in invoicing and pursuing prompt payments. Manage cancellation processes according to agency standards, addressing both carrier and client requests. Qualifications
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. Strong interpersonal and client relations skills; excellent verbal and written communication, and active listening with attention to detail to ensure document accuracy. Ability to work independently and apply knowledge and experience to achieve outstanding results. Ability to follow and help develop processes and procedures to improve efficiency. Team player with a strong work ethic and positive attitude. Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We provide reasonable accommodations to qualified applicants or employees with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Seniority level
Entry level Employment type
Full-time Job function
Sales, General Business, and Education Industries
Wireless Services, Telecommunications, and Communications Equipment Manufacturing
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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. Responsibilities
Manage client service needs including endorsements, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting. Interact with clients (in person, by telephone, or by email) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems. Process renewals following agency procedures. Remarket accounts identified for renewal marketing following agency procedures. Provide quotes to existing clients for additional lines of business as needed. Process all account transactions to ensure timely, accurate handling in accordance with agency procedures. Follow agency credit and collection procedures in invoicing and pursuing prompt payments. Manage cancellation processes according to agency standards, addressing both carrier and client requests. Qualifications
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. Strong interpersonal and client relations skills; excellent verbal and written communication, and active listening with attention to detail to ensure document accuracy. Ability to work independently and apply knowledge and experience to achieve outstanding results. Ability to follow and help develop processes and procedures to improve efficiency. Team player with a strong work ethic and positive attitude. Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We provide reasonable accommodations to qualified applicants or employees with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Seniority level
Entry level Employment type
Full-time Job function
Sales, General Business, and Education Industries
Wireless Services, Telecommunications, and Communications Equipment Manufacturing
#J-18808-Ljbffr