Production Assistant - Wholesale Insurance Brokerage - Property
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Salary Range: $50,000 to $60,000 annually
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
Category Insurance Location Chicago 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 Non-Exempt
Production Assistant - Wholesale Insurance Brokerage - Property
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
Category Insurance Location Seattle 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 Non-Exempt
Product Development Assistant
Rock Island, IL jobs
Illinois Casualty Company is seeking a
Product Development Assistant
to join our team!
Auto-ApplyRobotics Production Associate
Mountain View, CA jobs
Each year, 2.5 trillion hours are spent on household chores. At Matic, we're on a mission to recapture that lost time, and we're doing it by revolutionizing home robotics.
Our first product, also called Matic, is a Wall-E-esque floor cleaning robot. We've built what amounts to "full self-driving in the home” with real-time 3D mapping, adaptive path-tracking, and a precise semantic understanding of the home. Our breakthroughs in spatial AI allow Matic to work reliably in real homes, using only RGB cameras and neural networks running on-device.
Privacy First
What happens in the home, stays in the home. Our robots are private by design, with all data processing performed by the robot itself, not in the cloud.
Our Approach
Before the iPhone, consumers adopted several distinct devices; cell phones, PDAs, and portable music players each served a particular need. We believe in a similar progression for home robotics, starting with single-purpose robots and building iteratively toward more complex capabilities over time.
Our Culture
Matic is a tight-knit and collaborative team, singularly focused on building products our customers will cherish. We're ultra-hardworking people committed to solving tough problems that save precious time and energy.
About the role
As a Production Associate, you'll participate in the build out and ramp up of Matic's early production facilities based in Mountain View, California. The ideal candidate will have a keen interest in working in a fast-paced manufacturing environment, assembling components and systems for various products. The job will require assembly, repair and of critical subassemblies and quality control infrastructure while work closely with team members from our hardware, software, and product teams.
Matic's production team is dynamic, highly cross functional and very motivated with a deep love for robots. If you're passionate about great design and obsessed with getting the details right, we'd love to talk to you about how you can work with us to help bring pioneering innovation in home robotics to consumers.
What you'll do:
Assemble components and systems using various hand tools and equipment on the production line.
Follow standard operating procedures (SOPs) and work instructions to ensure quality and accuracy.
Operate complex manufacturing equipment, follow safety guidelines & procedures, and demonstrate professionalism.
Ensure timely completion of production tasks while meeting quality and safety standards.
Maintain a clean and organized work area.
Analyze failed inventory for root cause and perform rework procedures.
Identify opportunities to improve production throughput, reduce scrap or improve safety and or quality of life.
Design fixtures, equipment and processes if needed to implement such improvements.
Collaborate cross-functionally to resolve production related roadblocks.
What we look for:
Formal prior experience in formal production is not necessary, however experience in engineering and design will be advantageous.
Hands-on ability to build electro-mechanical assemblies.
Quick learner, adaptable to changing priorities, and effective communicator.
Strong work ethic, team-oriented attitude.
Ability to work in a fast-paced environment, maintain high standards of work, and exhibit strong interpersonal and communication skills with your teammates.
Open to schedule flexibility, willingness to maintain a safe and collaborative work environment, and ability to work quickly with attention to detail.
Demonstrated ability to learn new skills & adapt to new work environments and comfortable learning new technology.
We'd love to hear from you if...
You are genuinely motivated to help those around you
You are passionate about learning outside of your normal comfort zones
You love diagnosing complex technical issues
You are excited to do great work
Auto-ApplyProduct Development Assistant
Rock Island, IL jobs
Illinois Casualty Company is seeking a Product Development Assistant to join our team!
Pay Range: $21-$23/hour
The Product Development Assistant develops, writes, edits, audits, and maintains Company policies and procedures, forms, form letters, instruction guides, templates, training materials, and technical documentation. This position is responsible for regular review of all documents maintained in the Company's document management program, and for necessary audit, research, and revision of those documents to ensure that they effectively address the Company's current needs and policies, procedures, and standards. The Product Development Assistant will assist in the research and development of new products and/or enhancements to existing products to meet the changing needs of the Company and its customers, as well as with the preparation of general correspondence, training material, and presentations. This position will also have duties in the Premium Auditor role.
Essential Functions
Gaining and maintaining a thorough knowledge of the Company's document management program and performing routine maintenance to the Company's document management program as required
Gaining a thorough knowledge of Company policies, procedures, and standards, and communicating and maintaining these standards for Company documents and procedures, including numbering of Company documents and keeping a record of assigned numbers
Writing, reviewing, editing, revising, and appropriate distribution of Company documents and templates
Providing assistance and support in the testing and documentation of various Company processes
Preparing and presenting training on Company-wide processes as assigned, including updating and presentation of the Product Development section of the Company Orientation program
Working to build and maintain a compliance matrix relative to Company products and processes, and a product knowledge base for internal use
Identifying opportunities to improve Company products and recommending appropriate action plans
Accurately examining policyholder payroll records and summarizing proper payroll and classifications to be used for determination of premium
Preparing and submitting audits according to Company procedures on a timely basis
Maintaining a high level of communication with other appropriate departments of any conditions or changes in operations or finances discovered during the audit which could adversely impact the Company
Additional duties as assigned
Qualifications
High school education or equivalent required; associates degree and a minimum two years related experience preferred
Previous training experience and experience with public speaking a plus
Previous state filing experience a plus
Intermediate to high level of proficiency in Microsoft Office, including Word, Excel, and Outlook
Ability to quickly learn new programs and processes
Ability to read, analyze and interpret information
Above average writing skills - knowledge of proper grammar, punctuation and structure
Above average skill in expressing ideas and information clearly, concisely and accurately, both orally and in writing
Ability to interpret, follow, and formulate written, oral, and visual instructions
Above average organizational and time management skills
Comfortable with public speaking and training of others
Flexible and responsive to change
Best In Class Benefits
Comprehensive health and pharmaceutical plan with company-funded HRA and telemedicine
A la carte Dental, Vision, Critical Illness, and Accident insurance coverages
Lifestyle Account
Traditional and Roth 401k plans with company match
Modified workweek and generous PTO policy
Paid parental leave
Auto-ApplyProduction Assistant - Wholesale Insurance Brokerage - Property
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
Follow up for subjectivities and any other post-binding requirements issued by the carrier.
Ensure agency management files are fully documented as required by the company's QMS procedures.
Relay requests for additional information from a licensed team member to a retailer.
Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
Transmit policies issued by markets/carriers to retailers.
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
Open, distribute, scan, and file mail, as needed.
Assist Accounting with reconciling account specific billing questions or discrepancies.
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
Perform other work-related duties as assigned by broker and/or management.
Pursue educational opportunities to expand insurance knowledge.
Salary Range: $50,000 to $60,000 annually
Production Assistant - Wholesale Insurance Brokerage - Property
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
Follow up for subjectivities and any other post-binding requirements issued by the carrier.
Ensure agency management files are fully documented as required by the company's QMS procedures.
Relay requests for additional information from a licensed team member to a retailer.
Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
Transmit policies issued by markets/carriers to retailers.
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
Open, distribute, scan, and file mail, as needed.
Assist Accounting with reconciling account specific billing questions or discrepancies.
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
Perform other work-related duties as assigned by broker and/or management.
Pursue educational opportunities to expand insurance knowledge.
Production Assistant - Wholesale Insurance - Management Liability
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
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 Non-Exempt
Production Assistant - Wholesale Insurance - Management Liability
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
Follow up for subjectivities and any other post-binding requirements issued by the carrier.
Ensure agency management files are fully documented as required by the company's QMS procedures.
Relay requests for additional information from a licensed team member to a retailer.
Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
Transmit policies issued by markets/carriers to retailers.
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
Open, distribute, scan, and file mail, as needed.
Assist Accounting with reconciling account specific billing questions or discrepancies.
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
Perform other work-related duties as assigned by broker and/or management.
Pursue educational opportunities to expand insurance knowledge.
Production Assistant - Wholesale Insurance Brokerage - MLPL
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
Category Insurance Location Atlanta 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 Non-Exempt
Production Assistant - Wholesale Insurance Brokerage - MLPL
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
Follow up for subjectivities and any other post-binding requirements issued by the carrier.
Ensure agency management files are fully documented as required by the company's QMS procedures.
Relay requests for additional information from a licensed team member to a retailer.
Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
Transmit policies issued by markets/carriers to retailers.
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
Open, distribute, scan, and file mail, as needed.
Assist Accounting with reconciling account specific billing questions or discrepancies.
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
Perform other work-related duties as assigned by broker and/or management.
Pursue educational opportunities to expand insurance knowledge.
Production Assistant - Wholesale Insurance - Casualty
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
Category Insurance Location Dallas 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 Non-Exempt
Production Assistant - Wholesale Insurance Brokerage - MLPL
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions:
* Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
* Follow up for subjectivities and any other post-binding requirements issued by the carrier.
* Ensure agency management files are fully documented as required by the company's QMS procedures.
* Relay requests for additional information from a licensed team member to a retailer.
* Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
* When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
* Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
* Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
* Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
* Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
* Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
* At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
* Transmit policies issued by markets/carriers to retailers.
* Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
* Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
* Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
* Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
* Open, distribute, scan, and file mail, as needed.
* Assist Accounting with reconciling account specific billing questions or discrepancies.
* Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
* Perform other work-related duties as assigned by broker and/or management.
* Pursue educational opportunities to expand insurance knowledge.
Position Requirements
Education, Experience and Skills Required:
* No prior insurance experience required.
* Strong organization, follow-up, communication, and interpersonal skills.
* Demonstrate analytical skills to accurately define problems, gather and interpret relevant data, establish key facts, and draw well-founded conclusions efficiently.
* Proactive approach to problem-solving, exhibiting good listening skills and a willingness to support others.
* Intermediate skill level in PC software (Word, Excel and other software, as required).
* Ability to be flexible in work schedule, as needed.
* Manages time to get the job done.
* Able to effectively interact with and adapt to diverse personality and communication styles.
Category Insurance Location Dallas 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 Non-Exempt
Production Assistant - Wholesale Insurance - Casualty
Production assistant job at Brown & Riding Insurance Services
The PA1 primarily assists the broker team in meeting their day-to-day technical and clerical needs by servicing active and expired policy files; all in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
Meet quality measurement goals and procedures by following Quality Management System (QMS) standards.
Follow up for subjectivities and any other post-binding requirements issued by the carrier.
Ensure agency management files are fully documented as required by the company's QMS procedures.
Relay requests for additional information from a licensed team member to a retailer.
Produce and email renewal letters requesting completed applications for insurance coverage for transmittal to a licensed team member for processing.
When initiated by a retail agent, communicate to obtain factual information necessary for a licensed team member to complete a review or give a response (so long as there is no discussion relating to the terms of insurance, the insurance contract, coverage, or pricing).
Record the responses of a retailer to questions on an application for insurance (so long as there is no conversation related to the terms of insurance or a contract and the completed application is given to a licensed insurance producer to review).
Receive telephone calls reporting additional or replacement items (vehicles, property, drivers) for policies currently in force to be provided to a licensed team member for review.
Assist licensed team members with setup of market submissions by compiling information and applications provided by the retailer, but not including the act of submitting to market or negotiation of terms.
Relay a retailer's written bind request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Relay a retailer's written endorsement request to a market/carrier after being instructed to do so in writing by a licensed team member. The licensed team member must be included/Cc'd on the request to the market/carrier.
Prepare Quotes for release (input quote details into agency management system, outline binding subjectivities, update market responses in the market portal). Negotiation of quote terms and the release of quotes to retailer must be done by a licensed team member.
At the direction of a licensed team member, process and release of Confirmation of Coverages after receiving market/carrier binders - a licensed team member must be included (Cc'd) when sending Confirmation of Coverage to retailer. The act of requesting coverage bound with a market/carrier must be done by a licensed team member.
Transmit policies issued by markets/carriers to retailers.
Follow up for pending endorsements, review their accuracy upon receipt, invoice, and transmit to retailer - a licensed team member must be included (Cc'd) when sending endorsements to retailer.
Manage and maintain follow up tasks (pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to a licensed team member when appropriate.
Ensure Surplus Line documents are submitted correctly and on time.
Other Responsibilities:
Work to obtain property & casualty license and surplus lines license as required by state (required prior to marketing accounts or discussing insurance/coverage related issues with retailers).
Open, distribute, scan, and file mail, as needed.
Assist Accounting with reconciling account specific billing questions or discrepancies.
Work closely with Broker in identifying projects where skills, experience, and knowledge can be utilized effectively.
Perform other work-related duties as assigned by broker and/or management.
Pursue educational opportunities to expand insurance knowledge.