Insurance Brokerage Specialist jobs in United States
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Jobility Talent Solutions · 7 hours ago

Insurance Brokerage Specialist

Jobility Talent Solutions is seeking an Insurance Brokerage Specialist to assist Brokers with various aspects of policy management and client services. The role involves performing clerical functions, preparing invoices, and maintaining client relationships to ensure accurate policy management.

Staffing & Recruiting
Hiring Manager
Ngaopunii Khana
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Responsibilities

Proactively assists Broker in most aspects of policy management, proposal preparation, and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to photocopying, faxing, scanning, word processing, and filing to assist Broker
Prepares and issues invoices to clients, identifies and resolves billing issues to ensure accurate records are delivered to clients and maintained internally
Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Qualification

Policy managementProposal preparationPresentation creationClerical functionsClient relationship management

Required

Proactively assists Broker in most aspects of policy management, proposal preparation, and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to photocopying, faxing, scanning, word processing, and filing to assist Broker
Prepares and issues invoices to clients, identifies and resolves billing issues to ensure accurate records are delivered to clients and maintained internally
Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Company

Jobility Talent Solutions

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Jobility Talent Solutions is a Software Development and Consulting Services company that has been providing services since 1998.

Funding

Current Stage
Growth Stage

Leadership Team

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Ravinder Sonia Cheema
Co-Founder
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