Novatae Risk Group
Broker Assistant for Wholesale Insurance
Novatae Risk Group, Dallas, Texas, United States, 75215
Overview
Broker Assistant for Wholesale Insurance role at Novatae Risk Group (Dallas branch). This is an office position in Dallas focused on client relationship building and client account development. Responsibilities
Oversee a portfolio of clients through relationship building and client account development. Handle service requests, endorsements, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting. 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 timely and accurately, following established agency procedures. Follow agency credit and collection procedures in invoicing and pursuing prompt payments. Manage cancellation processes according to agency standards, addressing carrier and client requests as received. 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; effective verbal and written communication with attention to detail. Ability to work independently and apply knowledge to achieve results; able to follow and help develop processes to increase efficiency. Team-oriented with a positive attitude and strong work ethic. Equal Employment Opportunity
Novatae Risk Group is an equal opportunity workplace. We celebrate diversity and are committed to providing equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, veteran status, or other legally protected status. We also provide reasonable accommodations to qualified applicants or employees with disabilities when it does not impose an undue hardship on the operation of the business.
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Broker Assistant for Wholesale Insurance role at Novatae Risk Group (Dallas branch). This is an office position in Dallas focused on client relationship building and client account development. Responsibilities
Oversee a portfolio of clients through relationship building and client account development. Handle service requests, endorsements, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting. 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 timely and accurately, following established agency procedures. Follow agency credit and collection procedures in invoicing and pursuing prompt payments. Manage cancellation processes according to agency standards, addressing carrier and client requests as received. 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; effective verbal and written communication with attention to detail. Ability to work independently and apply knowledge to achieve results; able to follow and help develop processes to increase efficiency. Team-oriented with a positive attitude and strong work ethic. Equal Employment Opportunity
Novatae Risk Group is an equal opportunity workplace. We celebrate diversity and are committed to providing equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, veteran status, or other legally protected status. We also provide reasonable accommodations to qualified applicants or employees with disabilities when it does not impose an undue hardship on the operation of the business.
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