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Broker Assistant - Wholesale

Alternate Locations:

TX - Austin

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Assistant Broker

Job Description - Exempt

SUMMARY

This position is for those individuals seeking a career as an insurance broker who contributes in the direct production of revenue.  This individual understands customer’s businesses and industry.  This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations.  This individual will be responsible for renewal and new business production.  This individual exercises discretion and uses independent judgment by demonstrating the aptitude to place insurance coverage.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Ø  Handles renewal solicitations and handles some new business

Ø  Reviews new and renewal business submissions for presentation to Market (with brokers guidance)

Ø  Communicates with the producers and underwriters if additional information is deemed necessary.

Ø  Discusses quotes with producers (with brokers guidance)

Ø  Prepares binders and invoices.

Ø  Prepares coverage issuance forms for policy processing.

Ø  Prepares correspondence, letters, memos and faxes.

Ø  Issues requests for additional information.

Ø  Prepares additional information as warranted.

Ø  Handles notices of cancellation and endorsement

Ø  Maintains suspense system for documentation follow-up, renewal solicitation, etc.

Ø  Makes the broker aware of all problems, complaints, or deadlines.

Ø  Responsible for special projects and assignments as assigned by supervisor or department manager.

Ø  Maintains thorough electronic files in ImageRight per our file structure guidelines.

Ø  Follows work procedures and practices outlined by supervisor or department manager.

Ø  Maintains production source contacts and communicates with producers and markets.

Ø  Other duties may be assigned

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from a four-year college or university; or a minimum of five years related experience and/or training; or equivalent combination of education and experience.

P&C licensed required

Must demonstrate an aptitude to obtain thorough knowledge of insurance contracts and coverages being underwritten as well as marketing and sales skills.


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Job ID:

21523

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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.

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