Broker Assistant

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.J. Hall’s sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.

Essential Duties and Responsibilities:

• Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects

• Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants

• Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed

• Assist customers (retail agencies) in handling of questions or problems

• Log in quote submissions

• Track submissions sent to broker markets

• Track submissions sent to binding market Underwriter

• Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.

• Issue quote letters and or binder letters as required

• Set and handle suspense’s for required requested items, policies, etc.

• Ensure compliance with all binding market rules

• Discuss problems or potential problems with company underwriters, verbally or via email

• Compile all required documentation for the Policy Issuance Department for binding authority business

• Compile all required documentation for SLA filings on individual risks

• Send and request notice of cancellations on specific policies

• Order and review inspections

• Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection

• Perform other related duties as assigned

Education and/or Experience:

• Required: High school diploma, current and active Property and Casualty Producer License

• Preferred: Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU

• Basic knowledge of ISO Commercial General Liability form, preferred

• Basic knowledge of differences in property forms between Basic, Broad and Special, preferred

• Basic knowledge o