California Licensed Broker Assistant
A company is looking for a Broker Assistant to support insurance policy solicitation and placement tasks. Key Responsibilities Assist designated Lead Broker(s) and back-up other Broker's Assistants as needed Handle customer inquiries and manage quote submissions and documentation for policy issuance Ensure compliance with binding market rules and track submissions to underwriters Required Qualifications High school diploma and current active Property and Casualty Producer License Preferred: Two or more years of college and completion of insurance courses such as INS21, CIC, or CISR Basic knowledge of ISO Commercial General Liability form and property insurance forms Basic knowledge of the Property/Casualty insurance industry Proficiency in Microsoft Office 365 applications and familiarity with Agency Management Systems
A company is looking for a Broker Assistant to support insurance policy solicitation and placement tasks.
Key Responsibilities
Assist designated Lead Broker(s) and back-up other Broker's Assistants as needed
Handle customer inquiries and manage quote submissions and documentation for policy issuance
Ensure compliance with binding market rules and track submissions to underwriters
Required Qualifications
High school diploma and current active Property and Casualty Producer License
Preferred: Two or more years of college and completion of insurance courses such as INS21, CIC, or CISR
Basic knowledge of ISO Commercial General Liability form and property insurance forms
Basic knowledge of the Property/Casualty insurance industry
Proficiency in Microsoft Office 365 applications and familiarity with Agency Management Systems
