South Bay Search is partners with a leading wholesale brokerage seeking a dynamic, go-getter and someone who wants to put their mark on the world- succeed in this business. Please apply if you have relevant commercial insurance experience. If you are an underwriter or underwriting assistant, account manager or even claims background and have interest in brokerage, this may be an opportunity worth looking into.
Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
May assist with inputting and updating current client information in all required systems.
Communicates with retail agency personnel and underwriters to ensure accurate account information.
Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
Resolves invoicing issues with Premium Accounting.
Communicates with Premium Accounting regarding notices of cancellation.
Helps to ensure claim notifications are sent to the claims department.