Broker Assistant

We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as an Broker Assistant. The Broker Assistant will support Brokers with all job functions to learn the industry, business, and job responsibilities necessary for future growth as a Broker.

Requirements

• 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
• 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

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