Administrative Specialist

Availability: Monday - Friday, 37.5 hours/week (regular business hours). The position will start on-site and can move to hybrid after training.

Founded in 1980 and named one of the “Best Places to Work in Insurance” for the fifth year in a row, our client is an independent wholesale brokerage looking for an organized and detail-oriented Administrative Specialist (also called Production Assistant) to join their team! This is a fantastic opportunity to join a 100% employee-owned firm that believes in flexible work arrangements, competitive pay, teamwork, and supporting their employee's learning and growth. If you have strong communication skills, administrative experience, and an interest in insurance – apply today!

The Administrative Specialist/Production Assistant will assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. They will assist with servicing new and renewal business. Service active and expired policy files in accordance with established company values, goals, and procedures.

DUTIES

• Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts.
• 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
• 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

QUALIFICATIONS

• 0-3 years insurance experience (strong preference for commercial property & casualty, surplus lines experience)
• 0-1 year administrative or office experience
• Excellent communication skills – both verbal and written
• Advanced PC/MS Office skills (Word, Excel and other software, as required)
• Effective time management and follow through
• Organized and detail-oriented
• Exhibit good listening skills and a willingness to help and support others
• Able to work independently with minimal supervision
• Ability to be flexible in work schedule as needed
• Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
• Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements

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