Skip to content

Broker Assistant - Wholesale

Alternate Locations:

CA - Los Angeles, Remote- Central Time Zone, Remote- Mountain Time Zone, Remote- Pacific Time Zone, TX - Dallas

Apply now Share Share Broker Assistant - Wholesale with Facebook Share Broker Assistant - Wholesale with LinkedIn Share Broker Assistant - Wholesale with Twitter Share Broker Assistant - Wholesale with a friend via e-mail
Broker Assistant
 Job Description – Non Exempt

SUMMARY
This individual compiles data and performs routine clerical and technical tasks to relieve Broker
of administrative detail by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
• Handles routine brokerage support tasks as instructed by broker including contact with
producers and underwriters.
• Sets up policy folders.
• Handles incoming telephone calls.
• Prepares worksheets for policies and endorsements.
• Prepares binders from file information and submits to broker for approval.
• Prepares submissions as instructed by the broker.
• Reviews all market issued policies and endorsements for correctness as compared to a checklist.
• Prepares and send communications as directed by broker.
• Verifies correctness of certificates of insurance and forwards them to the carrier.
• Computes additional and return premiums as required.
• Communicates with the producer or underwriter if additional information is deemed necessary as directed.
• Responsible for filing surplus lines and stamping.
• Responsible for entering all new and renewal business into insurance accounting system.
• Invoices all binders and endorsements.
• Obtain general knowledge of insurance accounting system and ImageRight.

EDUCATION and/or EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school; or minimum
of six months related experience and/or training; or equivalent combination of education and
experience. Must demonstrate an aptitude to obtain knowledge of the insurance coverages/contracts being
brokered.

HARDWARE and SOFTWARE SKILLS
Must have PC skills and intermediate knowledge of all Microsoft office software (Microsoft
Word, Excel, and PowerPoint) Knowledge of AIM and/or ImageRight software is a plus.

Job ID:

21049

Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com