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TIH · 5 months ago

Broker Assistant

Franklin, TN

Full-time

Onsite

Entry Level

1+ years exp

TIH is a company under CRC Insurance Services LLC, and they are seeking a Broker Assistant to provide superior support to brokers regarding all policies and key accounts. The role involves responding to requests from the brokerage team, interacting with clients and underwriters, and managing account documentation among other responsibilities.

Insurance

Comp. & Benefits

Responsibilities

Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues

Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution

Accurately explain coverages and liabilities to agents and/or clients

Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner

Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships

Manage all account documentation

Initiate and coordinate renewal activity on assigned accounts

Initiate cancellation and non-renewal notices according to statutory and contractual requirements

Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc

Facilitate the flow of information from agents and underwriters

Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources

Process binders, invoices, and tax filings forwarding the binder and invoice to the agent

Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible

Provide supervision to Technical Assistants

Assist Associate Brokers and Brokers with duties as needed

Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education

Qualification

Wholesale insurance experienceState specific Insurance LicenseInsurance policy analysisTechnical Assistant experienceInsurance knowledgeOrganizational skillsComputer skillsLeadership skillsInterpersonal skillsCommunication skills

Required

One year of wholesale insurance experience

State specific Insurance License

Technical Assistant experience or three years of general insurance experience

Must be able to understand and analyze necessary components of insurance policies

Ability to make independent decisions following CRC guidelines with minimal or no supervision

Good organizational, time management, and detail skills

Extensive knowledge of insurance and CRC processes

Ability to maintain a high level of tact and professionalism

Good leadership skills to influence other assistants in a positive manner

Possess strong interpersonal skills

Strong verbal and written communication skills

Strong computer and office skills

Ability to work extended hours when necessary

Preferred

College degree with a concentration in business or equivalent work experience

Benefits

Medical

Dental

Vision

Life insurance

Disability

Accidental death and dismemberment

Tax-preferred savings accounts

401k plan

10 days of vacation

10 sick days

Paid holidays

Restricted stock units

Deferred compensation plan

Company

TIH

TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small business, corporate, employee benefits, life and health, and title.

Founded in 1922

Charlotte, North Carolina, USA

5001-10000 employees