Flexible Work, Better Balance
Position Summary:
Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
ยท 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
ยท Assist Associate Broker with submission process, as assigned
ยท Prepare Quotes and Confirmation of Coverage (Binders) as directed
ยท Policy Checking (Review policies to be sure that they are issued in accordance with what was...