Broker Assistant
Job SummaryThe 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 all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.Job FunctionsEffectively enter and process new business submissions received, ensuring accuracy and timelinessMaintain and update customer files to ensure compliance with company and carrier requirementsAnswer inbound calls promptly and accurately route them to the appropriate team or contactAccurately enter initial quoting information into agency system(s)Organize and manage documentation within internal systemsPerform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissionsParticipate in seminars and other training to maintain required licenses and for knowledge and skill developmentAdditional ResponsibilitiesThis 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, within their department.QualificationsJob Requirements 1 – 2 years of previous commercial transportation experience preferredHigh School diploma or GED equivalent preferredKnowledge, Skills, And AbilitiesStrong data entry skills with a high level of accuracyOrganized and analytical, with a strong attention to detailAbility to manage time, prioritize tasks, and handle multiple assignments efficientlyAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is requiredAbility to communicate effectively, both verbally and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levelsAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityWork Conditions Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds, occasionallyRequires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment