Broker Assistant

Company: CRC Insurance Services, Inc.
Location: Dallas
Posted on: January 27, 2023

Job Description:

**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ _Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._**Regular or Temporary:**Regular**Language Fluency:** English (Required)**Work Shift:**1st shift (United States of America)**Please review the following job description:**Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies.**ESSENTIAL DUTIES AND RESPONSIBILITIES**Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.3. Accurately explain coverages and liabilities to agents and/or clients.4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.6. Manage all account documentation.7. Initiate and coordinate renewal activity on assigned accounts.8. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.9. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.10. Facilitate the flow of information from agents and underwriters.11. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.12. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.13. Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible.14. Provide supervision to Technical Assistants.15. Assist Associate Brokers and Brokers with duties as needed.16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.**QUALIFICATIONS****Required Qualifications:**The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. One year of wholesale insurance experience2. State specific Insurance License3. Technical Assistant experience or three years of general insurance experience4. Must be able to understand and analyze necessary components of insurance policies5. Ability to make independent decisions following CRC guidelines with minimal or no supervision6. Good organizational, time management, and detail skills7. Extensive knowledge of insurance and CRC processes8. Ability to maintain a high level of tact and professionalism9. Good leadership skills to influence other assistants in a positive manner10. Possess strong interpersonal skills11. Strong verbal and written communication skills12. Strong computer and office skills13. Ability to work extended hours when necessary**Preferred Qualifications:**1. College degree with a concentration in business or equivalent work experience**_CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace._**EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .

Keywords: CRC Insurance Services, Inc., Dallas , Broker Assistant, Sales , Dallas, Texas