What are the responsibilities and job description for the Assistant Broker position at Acrisure?
Job Description
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
- Participate in a role supporting a Trucking broker by providing service after the sale to the client
- Work closely with Underwriters and underwriting assistants at the carrier level
- Enter data and rate quotes in carrier portals specializing trucking and transportation business
- Quote and activate Premium Finance Agreements as requested by client
- Order Inspections at time binding if required by the carrier. Diary for follow up if needed
- Handle midterms change requests with our retail agents and carriers
- Request quotes and binders from carriers and deliver to retail agent
- Review the policy for accuracy against carrier generated quote and binder
- Diary for missing items at time of binding.
- Complete Surplus Lines Tax Forms and deliver to the client
- Work with internal accounting department if needed to determine outstanding balance from insurance agent
- Document file as to communication between our clients and insurance companies
- Handle the renewal process by obtaining and delivering quotes
- Create and modify documents in Word, Excel, Adobe and Image Right
- Assists with work overflow and contribute to team efforts by accomplishing related results as needed
- Performing clerical functions
- Handle requests for information and data
- Resolve administrative problems and inquiries
- Knowledge of transportation coverages; Auto Liability, Auto Phys Damage, Motor Truck Cargo, Umbrella, Contingent Cargo, Contingent Liability
- Computer skills and knowledge of relevant software including Microsoft Office products
- Knowledge of operation of standard office equipment
- Knowledge of clerical and administrative procedures and systems such as filing and data entry
- Qualified candidates will be licensed and at least three years related insurance experience and/or training.
- Prior experience working with trucking and transportation insurance companies is preferred
- Strong verbal communication skills, administrative or general office writing skills, Microsoft Office skills, organization, and attention to detail, analyzing information, professionalism, problem solving
- Working knowledge of Image Right and IMS system
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.