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Broker Assistant

Broker Assistant

AcrisureStockton, CA, US
9 days ago
Job type
  • Full-time
Job description

Job Description

Job Title : Associate Broker (Full Time / Non-Exempt)

Pay : $25.00 to $27.00 Hourly

Location : Stockton, CA

Immediate Supervisor : Broker Assistant Supervisor

This role is responsible to the Broker Assistant Supervisor, Manager, Broker's Assistants and Lead Broker(s)

THIS JOB DESCRIPTION IS COMPREHENSIVE. HOWEVER, THERE MAY BE ADDITIONAL DUTIES WHICH MAY BE REQUIRED FROM TIME TO TIME.

Under the direction of the Broker Assistant Supervisor and Brokers Assistant(s) and other assigned supervisors perform a variety of duties related to the solicitation and placement of insurance policies for Wholesure sub-producers.

Essential Duties and Responsibilities

  • Take direction from and assist designated Brokers Assistant and Lead Broker(s) in all aspects.
  • Study and learn about the commercial lines insurance industry with emphasis on Excess & Surplus Lines sector.
  • Complete formal industry courses for technical knowledge
  • Gain further knowledge and networking by attending industry professional training schools
  • Work as a full time Clerical Assistant to gain knowledge of carrier operations.
  • As an option for greater professional development and credibility, obtain certain professional designations.

Education and / or Experience

  • Preferred : Two or more years of College and completion of some insurance courses such as INS21, CIC or CISR, AU or CPCU
  • 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.

  • 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

    Pay Details : Hourly : $25 - $27

    Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com / privacy / caapplicant.

    To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

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    Broker • Stockton, CA, US