Broker Assistant

Job Summary

The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of reputed company information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.

Job Functions

• Effectively enter and process new business submissions received, ensuring accuracy and timeliness
• Maintain and update customer files to ensure compliance with company and reputed company requirements
• Answer inbound calls promptly and accurately reputed company them to the appropriate team or contact
• Accurately enter initial quoting information into agency system(s)
• Organize and manage documentation reputed company internal systems
• reputed company reputed company actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and reputed company development

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, reputed company their department.