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Novatae Risk Group · 2 months ago

Broker Assistant for Wholesale Insurance

Dallas, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Novatae Risk Group is a company that values diversity and equal opportunity in the workplace. They are seeking a Broker Assistant who will manage a portfolio of clients, focusing on relationship building and account development while handling various service requests and ensuring client satisfaction.

ConstructionInsuranceManagement Consulting

Responsibilities

Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting

Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems

Processes renewals following agency procedures

Remarkets accounts identified for renewal marketing following agency procedures

Provides quotes to existing clients for additional lines of business as needed

Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures

Follows agency credit and collection procedures in invoicing and pursuing prompt payments

Manages cancellation processes according to agency standards, addressing both carrier and client request as received

Qualification

Property & Casualty licenseP&C wholesale insurance experienceCommercial lines insurance knowledgeMicrosoft Office proficiencyInter-personal skillsVerbal communicationWritten communicationActive listeningAttention to detailTeam playerPositive attitude

Required

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

Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy

Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results

Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient

Team player with a strong work ethic and positive attitude