What are the responsibilities and job description for the Broker position at ACRISURE?
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.
We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.
Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.
M.J. Hall & Company, Inc. is a property & casualty focused wholesale brokerage and managing general agent specializing in the Excess & Surplus Lines space.
Since 1973, M.J. Hall & Company has earned a name for dependable business insurance, as well as one of California’s most experienced general agents.
The M.J. Hall team of insurance professionals set the standards for customer service, product knowledge, and reliability.
We have offices in Northern and Southern California, Nevada, and Alaska, with opportunities to work remotely after training.
Immediate Supervisor : Manager, Broker’s Assistants
This role is responsible to the Manager, Broker’s Assistants and Lead Broker(s)
Job Summary :
Under the direction of the Manager, Broker’s Assistants, assigned Lead Broker(s), and other assigned supervisor perform a variety of responsible duties related to the solicitation and placement of insurance policies for M.
J. Hall’s sub-producers. This is an hourly non-exempt position, consisting of administrative duties specifically related to holding a property and casualty license.
Essential Duties and Responsibilities :
Take direction from Manager, Broker’s Assistants, and assist designated Lead Broker(s) in all aspects
Take direction from Manager, Broker’s Assistants, and back-up other Broker’s Assistants
Take direction from Manager, Broker’s Assistants, and support Sr. Broker’s Assistants as needed
Assist customers (retail agencies) in handling of questions or problems
Log in quote submissions
Track submissions sent to broker markets
Track submissions sent to binding market Underwriter
Send out correspondence, such as confirmation of receipt of risk, finance letters, etc.
Issue quote letters and or binder letters as required
Set and handle suspense’s for required requested items, policies, etc.
Ensure compliance with all binding market rules
Discuss problems or potential problems with company underwriters, verbally or via email
Compile all required documentation for the Policy Issuance Department for binding authority business
Compile all required documentation for SLA filings on individual risks
Send and request notice of cancellations on specific policies
Control audit endorsements, including payments, final dates for returning them to the insurance company for direct collection
Perform other related duties as assigned
THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.
Education and / or Experience :
Required : High school diploma, current and active Property and Casualty Producer License
Preferred : Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU
Basic knowledge of ISO Commercial General Liability form, preferred
Basic knowledge of differences in property forms between Basic, Broad and Special, preferred
Basic knowledge of Property / Casualty insurance industry, preferred
Technology Skills :
Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook)
Previous knowledge of Microsoft Teams and Agency Management Systems
Knowledge of TIF documents
Other Qualifications :
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Fast but accurate worker with a high attention to detail
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High finger dexterity while typing documents and forms
Occasionally lift up to 25lbs
Sitting for extended periods of time
Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work can be a combination of in office, hybrid and / or remote. When on-site work is done in a temperature-controlled, non-smoking office
The noise level in the work environment is typically moderate
We offer a competitive salary and a comprehensive benefits package which includes : Medical, Prescription, Dental, Vision, Paid Time Off and 401k plan
LI-KB1
Pay Details : Hourly : $24 - $32
Hourly : $24 - $32
Last updated : 2024-08-05
Salary : $24 - $32
