Description 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 Position Requirements Education, Experience and Skills Required: * Independently manages time to get the job done with minimal management or broker support on policy coverage or marketing strategy questions * Obtain license as per individual state requirements * 3 – 5 years insurance experience or equivalent Risk Management degree * Strong preference for commercial property and casualty & surplus line experience * Exceptional organizational, follow-up, communication, management, leadership and interpersonal skills * Possess an intuitive and proactive approach to business problems and solutions * Exhibit good listening skills and a willingness to help and support others * Advanced skill level in PC software (Word, Excel and other software, as required) * Ability to be flexible in work schedule as needed * Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions Category Insurance Location Los Angeles Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values. Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people. Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience. Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM. Exempt/Non-Exempt Exempt