Production Assistant - Wholesale Insurance Brokerage - Property (Chicago)

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 :

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

Assist Associate Broker with submission process, as assigned

Prepare Quotes and Confirmation of Coverage (Binders) as directed

Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)

Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)

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

Ensure Surplus Line documents are submitted correctly and on time

Learn and increase system skills to improve efficiency

Attend educational seminars, as required

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, as directed

Process certificates of insurance when applicable

Other Responsibilities :

Provide input to departmental procedures

Assist with accounting reconciliation projects

Perform other work-related duties, as assigned

Work closely with AB 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

Education, Experience and Skills Required :

0-3 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 or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements

Work Environment :

Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.

Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.

Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.

Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.