TRIOS Intermediary Insurance Solutions · 1 day ago
Broker Assistant
United States
Full-time
Remote
New Grad, Entry Level
$40K/yr - $60K/yr
0+ years expTRIOS Intermediary Insurance Solutions is seeking a Broker Assistant to support their brokerage team by managing the processing of new business and renewal accounts. This role involves ensuring timely and accurate handling of submissions and collaborating closely with Brokers, retail agents, and internal teams to enhance service standards and client experience.
Insurance
Responsibilities
Assist Brokers with new business and renewal submissions
Prepare quotes and proposals
Utilize API and quoting platforms to streamline the quoting process for new submissions and renewals
Administer the creation and setup of Broker of Record (BOR) shells
Prepare and issue bind requests, endorsements, cancellations, and reinstatements as necessary, while ensuring accuracy and adherence to established deadlines
Conduct follow-ups on subjectivity items to ensure all conditions for binding are met
Manage payment follow-ups to ensure timely receipt of premiums and reduce outstanding receivables
Process mid-term changes, including non-monetary adjustments to maintain accurate policy records
Enter and maintain accurate client and policy data in the agency management system
Engage in solicitation communication with clients and order loss runs as necessary to support underwriting efforts
Communicate professionally with retail agents, carriers, and internal teams
Ensure compliance with internal procedures, carrier guidelines, and regulatory requirements
Support special projects and additional tasks as assigned
Qualification
Required
Education - High School diploma or GED required
Strong analytical and problem-solving skills, with keen attention to detail
Excellent communication skills required, both verbal and written
Highly organized and able to manage competing priorities and deadlines
Must establish and maintain effective relationships with colleagues, customers, and business partners
Proficient in MS Office - namely Outlook, Word, Excel, and PowerPoint
Professional demeanor and behavior required
Preferred
0-2 years of experience in insurance, finance, or an administrative support role preferred
Experience working with Applied/EPIC agency management system preferred
Benefits
Discretionary annual incentive program
Company
TRIOS Intermediary Insurance Solutions
Founded in 2022, TRIOS Intermediary is redefining the SME Specialty and P&C marketplace.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase