Broker Assistant Wholesale Insurance

The Broker Assistant will oversee a portfolio of clients through relationship building and client account development. This will be an office position in our Dallas branch. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals.

• Property & Casualty license is required.
• Minimum of 2 years of previous P&C wholesale insurance experience.
• Proficient in basic computer skills, such as Microsoft Office and agency management software.
• Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
• Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
• Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
• Team player with a strong work ethic and positive attitude.

• Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
• Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
• Processes renewals following agency procedures.
• Remarkets accounts identified for renewal marketing following agency procedures.
• Provides quotes to existing clients for additional lines of business as needed.
• Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
• Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
• Manages cancellation processes according to agency standards, addressing both carrier and client request as received.

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.