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Title

Production Associate - Wholesale Insurance Brokerage - Casualty 

Description

Position Summary:

The Production Associate customarily assists the Associate Broker, Broker and/or Practice Group Leader in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients a minimum of 51% of the time, in accordance with established Brown & Riding values, goals, and procedures. May be required to assist with the day-to-day technical and clerical needs of the department.

Essential Functions:

  • Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
  • Works with PA in preparing Quotes and Confirmation of Coverage (Binders)
  • Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary


Other Responsibilities:

  • Ensure Surplus Line documents are submitted correctly and on time
  • Continue learning and increase system skills to improve efficiency
  • Attend educational seminars, as required and work on obtaining designations
  • Produce and mail renewal letters with applications to customers when applicable
  • Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required,
  • Provide input to departmental procedures
  • Assist with accounting reconciliation projects
  • Perform other work-related duties, as assigned
  • Work closely with Production Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
  • Assist in handling duties of team members, as appropriate, during absences
 
Position Requirements

Education, Experience and Skills Required:

  • Six months - 3 years insurance experience
  • Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
  • Exceptional organization, follow-up, communication, and interpersonal skills
  • Possess an intuitive and proactive approach to business problems and solutions
  • Exhibit good listening skills and a willingness to help and support others
  • Advanced skill level in PC software (Word, Excel and other software, as required)
  • Ability to be flexible in work schedule as needed
  • Manage time to get the job done with minimal supervision
  • Excellent communication skills – both verbal and written
  • Able to interact with a variety of personality styles
  • Has appropriate insurance license as determined by individual state requirements
 
Category Insurance  
Location Petaluma Office  
About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.

Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.

Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.

Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.
 
Exempt/Non-Exempt Exempt  

This position is currently not accepting applications.

To search for an open position, please go to http://BrownandRidingInsuranceServicesInc.appone.com



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