What are the responsibilities and job description for the Production Associate - Wholesale Brokerage- Property position at Brown & Riding Insurance Services, Inc?
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
Education, Experience and Skills Required:
Independently manages time to get the job done with minimal management or broker support on policy coverage or marketing strategy questions
Obtain license as per individual state requirements
3 - 5 years insurance experience or equivalent Risk Management degree
Strong preference for commercial property and casualty & surplus line experience
Exceptional organizational, follow-up, communication, management, leadership 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
Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions