Brokerage Assistant @ Accretive Insurance Solutions | Jobright.ai
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Brokerage Assistant jobs in Kennesaw, GA, US
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Accretive Insurance Solutions · 1 day ago

Brokerage Assistant

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Insurance

Insider Connection @Accretive Insurance Solutions

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Responsibilities

Assist Broker with the day to day technical and daily management of accounts including administrative issues, renewals and client requests.
Assist in the preparation of new and renewal binders and invoices.
Enter new and renewal account information in automated systems.
Request information, as needed, to prepare thorough submissions for marketing in accordance with company policies and procedures.
Process endorsements, including reviewing endorsement requests for applicability, sending requests to carrier, receiving and reviewing completed endorsement, recording information in automated systems and sending completed endorsement to customer.
Review policies, endorsements, and other account activity for accuracy.
Processes affidavit filings as required and directed.
Understand and adhere to state tax requirements.
Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance.
Other duties and projects as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Casualty LicenseClient service skillsAgency Management softwareMicrosoft OfficeSpreadsheet softwarePresentation software

Required

Property and Casualty License required (or ability to obtain P&C License within 60 days of employment).
Proficient in providing client service through electronic, telephone, and in-person interaction.
Problem solving skills; strong written and verbal communication skills.
Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems.
Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.

Preferred

2 years of related experience preferred.
College degree preferred.

Benefits

Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
Pet benefits & discounts.
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.

Company

Accretive Insurance Solutions

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Accretive is a niche-focused, property & casualty and employee benefits insurance intermediaries and service providers.

Funding

Current Stage
Late Stage

Leadership Team

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John Stephens
Chief Executive Officer
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Company data provided by crunchbase
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