Broker Technical Assistant
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-24
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Administrative/Clerical
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Insurance
About Falvey Insurance Group
Join the Falvey Insurance Group Family!
At Falvey, being a part of the family has nothing to do with your last name.
As a family-owned business, tight knit values are central within our organization and remain strong despite our growth to 200+ employees. We encourage one another, celebrate each other's successes and genuinely care about each other. Employee recognition, career development plans, and internal events- like cookouts in the summer - are at the heart of our organization. Falvey Insurance Group is one of the largest Marine Insurance MGAs in the country and was founded on the pillars of Technology and Operational Excellence.
Summaryof the Position
The Broker Technical Assistant (BTA) is a self-starter who is motivated to advance their knowledge in the industry and grow their career within a new division at an established company. A personable team player with exceptional written and verbal communication skills, the BTA leads the support & service of assigned wholesale brokerage accounts and will assist in prospecting and marketing for new relationships to help grow the division.
Additionally, the position includes assisting with selected initiatives to help meet division and company goals. This role is an amazing opportunity to work, learn and grow alongside upper management in a collaborative, caring, and fast-growing division. The ideal candidate has the opportunity to grow and build their own book as a broker.
This position’s functions will include:
- Filing of email and/or converted paper correspondence
- Documenting telephone conversations
- Follow-up and action items on outstanding requests
Candidate should have strong organizational and communication skills, both verbal and written. The ideal candidate is comfortable picking up the phone, working with clients and management, and has the ability to build positive relationships with retail agents and carrier underwriters. A good foundation of insurance knowledge is a plus.
Ability to manage a fast desk, reorganizing priorities as they arise throughout the day, and manage the ups and downs of changing demand.
Ability to work independently and use personal computer, account management platform, and proficiency in various software programs, including but not limited to Microsoft Excel, Microsoft Word, and Adobe Acrobat.
Other Requirements- Must be willing to obtain
Property & Casualty Producer’s License within company allocated time frame from date of employment. - Previous sales experience is preferred
- 1 Year of insurance is preferred
Must be able to sit or stand for long periods of times, communicate via telephone, and operate a computer including the Microsoft Suite.
Supervisory Responsibilities- None
Business-casual fast paced multi-tasking office environment.
Hours of OperationsThis position supports our marketing efforts internationally. This position's work hours are Monday through Friday 9am - 5pm, in a hybrid work environment. Our hybrid environment is 3 days within our business-casual office environment. Of these 3 days in the office, Wednesday and Thursday are required, and employees may work from home the other 2 days. Our employees choose their schedule.
This position requires occasional flexibility for working additional hours to accomplish project objectives. Some travel may be required.
The pay range for this role is: 50,000 - 60,000 USD per year (Arizona)
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