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Broker Assistant
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Full-time
- Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
- Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
- Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
- Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc.
- Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
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