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Acrisure · 1 week ago

Assistant Broker

Atlanta, GA

Full-time

Onsite

Mid Level

3+ years exp

Acrisure is a company focused on providing insurance services, and they are seeking an Assistant Broker to support a Trucking broker by providing service after the sale to clients. The role involves data entry, quoting, handling policy renewals, and assisting with administrative tasks in collaboration with underwriters and retail agents.

Financial ServicesInsuranceInsurTech

Responsibilities

Participate in a role supporting a Trucking broker by providing service after the sale to the client

Work closely with Underwriters and underwriting assistants at the carrier level

Enter data and rate quotes in carrier portals specializing trucking and transportation business

Quote and activate Premium Finance Agreements as requested by client

Order Inspections at time binding if required by the carrier. Diary for follow up if needed

Handle midterms change requests with our retail agents and carriers

Request quotes and binders from carriers and deliver to retail agent

Review the policy for accuracy against carrier generated quote and binder

Diary for missing items at time of binding

Complete Surplus Lines Tax Forms and deliver to the client

Work with internal accounting department if needed to determine outstanding balance from insurance agent

Document file as to communication between our clients and insurance companies

Handle the renewal process by obtaining and delivering quotes

Create and modify documents in Word, Excel, Adobe and Image Right

Assists with work overflow and contribute to team efforts by accomplishing related results as needed

Performing clerical functions

Handle requests for information and data

Resolve administrative problems and inquiries

Qualification

Transportation coverages knowledgeTrucking insurance experienceMicrosoft Office proficiencyImage Right knowledgeAdministrative writing skillsVerbal communication skillsOrganization skillsAttention to detailProblem solving

Required

Knowledge of transportation coverages; Auto Liability, Auto Phys Damage, Motor Truck Cargo, Umbrella, Contingent Cargo, Contingent Liability

Computer skills and knowledge of relevant software including Microsoft Office products

Knowledge of operation of standard office equipment

Knowledge of clerical and administrative procedures and systems such as filing and data entry

Qualified candidates will be licensed and at least three years related insurance experience and/or training

Prior experience working with trucking and transportation insurance companies is preferred

Strong verbal communication skills, administrative or general office writing skills, Microsoft Office skills, organization, and attention to detail, analyzing information, professionalism, problem solving

Working knowledge of Image Right and IMS system