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Brokerage Assistant

Essential Duties/Responsibilities:

  • Involved in the handling of Commercial Lines Brokerage processing including, but not limited to,  NOCs, Reinstatements, Endorsements and Company Policies
  • Communicates with agents and carriers as directed by Supervisor
  • Handling of “Follow Ups” for brokerage business.
  • Reviews endorsements/requests for endorsements against the policy.
  • Services all accounts, including resolving client and carrier requests within guidelines.
  • Responsible for quality and timely processing and organized file maintenance.
  • Adheres to applicable procedures to ensure compliance with corporate and regulatory standards, and out of state filings.
  • Assist with renewal processing and new business submission as directed
  • Assist other team members as needed


  • Minimum 2 years of  Brokerage Insurance experience.
  • Insurance Coursework strongly preferred.
  • NY Producer License preferred
  • Analytical skills to identify, gather and organize information and provide recommendations.
  • Ability and confidence to prepare brokerage submission to markets.
  • Understanding of time sensitive nature of brokerage correspondence.
  • Ability to/ Confidence to work closely with underwriters on brokerage placements.
  • Demonstrated skills and authority to process endorsements.
  • Customer focused attitude and customer service skills to resolve inquiries quickly and effectively.
  • Strong verbal and written communication skills.
  • Strong comfort level interacting with agents and carriers.
  • Demonstrated initiative to complete assignments and obtain results.
  • Ability to work in a team environment
  • Solid organizational skills including: time-management, prioritization and attention to detail.
  • Skills to operate computers, use commercial system applications and vendor software.
  • Basic math skills.

We offer a total compensation package which includes salary plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance,  Various Voluntary Benefits, Gym Benefit and More.  Please submit resume along with salary requirements. 

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