Production Assistant - Wholesale Insurance Brokerage - Casualty

Position Summary:

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

• Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
• Assist Associate Broker with submission process, as assigned
• Prepare Quotes and Confirmation of Coverage (Binders) as directed
• Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
• Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
• Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary
• Ensure Surplus Line documents are submitted correctly and on time
• Learn and increase system skills to improve efficiency
• Attend educational seminars, as required
• Produce and mail renewal letters with applications to customers when applicable
• Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed
• Process certificates of insurance when applicable

Other Responsibilities:

• Provide input to departmental procedures
• Assist with accounting reconciliation projects
• Perform other work-related duties, as assigned
• Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
• Assist in handling duties of team members, as appropriate, during absences