Atain Insurance Companies · 1 month ago
Broker Assistant
US-CA-San Ramon
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrAtains Insurance Companies is a part of Burns & Wilcox Brokerage, which focuses on attracting and retaining top brokerage talent. The Broker Assistant will handle new business submissions, verify licensing and compliance, and communicate with customers regarding account information.
FinanceFinancial ServicesInsurance
Responsibilities
Enter all new business submission into the operating system for Clearance
Verification of licensing and compliance requirements for accounts
Follow up for information request with retailers
Prepare specifications of coverage and pricing for an account to be marketed to a carrier
Responsible for marketing to designated markets upon instructions of Broker
Communications with customers primarily confined to account information request, declination and/or quote release and follow-up
Compliance relative to account servicing based on company’s policies and procedures
Take initiative to complete assignments independently
Process and review accuracy of endorsements and audits
Work on non-routine and more complex issues with assistance as needed
Responsible for the handling of binders
Responsible for the handling of account invoicing
Responsible for conducting quality control review on policies, endorsements, and audits
Qualification
Required
B2B sales experience
Strong sales and marketing skills a must, business acumen, interest in continued education and professional development
Preferred
Bachelor's degree preferred or equivalent combination of education and experience
Insurance license preferred
Benefits
Flexible and hybrid work options
Employer paid professional development, including continuing insurance education courses, designations, certifications and licenses
Access to Kaufman Institute, H.W. Kaufman Group’s corporate university
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Company
Atain Insurance Companies
Rated “A” (Excellent VIII by A.M.
Founded in 1843
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Martin
Senior Vice President, Treasurer and Chief Financial Officer
Joshua Hunegs
Chief Investment Officer
Recent News
2023-05-22
Company data provided by crunchbase